Contact Birthdays is a great tool for differentiating yourself from the competition and gaining extra credit with clients you are generating income via as well as those you could be about to, by highlighting those you could wish happy birthday, via an SMS, call, ecard or perhaps a present. Contacts with birthdays in the next 7 days will show here if they have any of the following:
- An active job that was procured by you or to which you are an owner assignee.
- An active permanent placement, within the rebate period, that was filled by you or to which you are an owner assignee.
- An active temp or contract placement that was filled by you or to which you are an owner assignee.
In the grid, the contacts will show in birthday order, and if you have their year of birth added to their record their age will also be displayed. Selecting an entry will take you to the contact record.
