Video Document - training: store anniversary birthday0711261557

Problem Description

I would like to have a place to store anniversary and birthdates of my customers so that I am reminded of the special occassions

Solution

Setting a birthdate or anniversary within a customer profile can be done against a contact name. This will update the anniversary scheduler and can be accessed to remind the user of the dates.

Video source: training:store_anniversary_birthday0711261557.flv