Community
Showing results for 
Search instead for 
Do you mean 
Reply

Birthday Smart Tasks not working?

New Member
Posts: 3
Country: USA

Birthday Smart Tasks not working?

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? 

New Member
Posts: 3
Country: USA

Re: Birthday Smart Tasks not working?

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!