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how can I set up a notification / alert when a "birthday" is coming next week/month ?

New Member
Posts: 30
Country: Belgium

how can I set up a notification / alert when a "birthday" is coming next week/month ?

Hello !

 

I have to phone to my contacts annually. So for each contact, I set up a annual event field which is a kind of birthday.

I would like to set up

  1. a notification which warns me when a contact is going to have its "birthday" in the following MONTH
  2. AND a notification which warns me when a contact is going to have its "birthday" in the following WEEK

The aim of these notification is to prevent me from forgetting those "birthday"'s phone calls.

 

How can I do that ?

 

Thank you very much in advance !

Best wishes to everyone for 2012 ! Man Happy

 

Trucmuche

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: how can I set up a notification / alert when a "birthday" is coming next week/month ?

Hello Trucmuche,
Unfortunately, you cannot create an alert for an annual event. You would need to create an activity for the birthday and set an annual recurrence and an alarm for it.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.