By adding a contact's birthdate, anniversary date, or other special dates into the system you can strengthen the relationship with that contact by scheduling an e-card to automatically go out to them for each special occasion.
To edit a contact's special dates, follow the steps below:
- Click on the Contacts tab in the top navigation menu.
- Quickly locate the contact of your choice by entering their first name, last name, email address, or any other details into the blue search bar on the right.
- Hover over the yellow Actions button for the desired contact and select View/Edit Important Dates.
- Here you can add common important dates like birthday, purchase date, anniversary, etc. You can also enter 3 additional custom dates as well (you can change the name of the custom important dates too).
- Click Save or Finish when you have completed your changes.