07-30-2013 03:47 PM
I tried to apply the birthday smart tasks and it wasn't working. I had changed the number of days (i.e. the value) to ten, and disabled the "run only once" feature, and selected auto-run (after the changes); those were the only changes. Even when I manually run it for the specified criteria it doesn't work. I even created a new client with a b-day ten days away just in case. What do I do?
08-08-2013 03:39 PM
I fixed it, but it was complicated. Because it wasn't registering the birthdays, I added a new field called b-day, and then changed the smart task to accompany such. And it worked!