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  • #1

    Birthday Reminder

    Hi,

    I would like to set up a birthday reminder in EspoCRM. I saved the date of birth in a datefield. I would like to use the AdvancedPack workflow to check daily whether today's day and month match. However, I don't know how to do that. Unfortunately I only know "If today = date field". But the year doesn't matter, it's about the birthday.

    Can someone help me?​
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  • #2
    Birthday notifications in EspoCRM
    https://www.espocrm.com/blog/birthday-notifications-in-espocrm/
    With Workflow feature it's possible to make the system to send notifications about birthdays of contacts or other entities like users, leads. You need to have a date field that represents date of birth in your entity (e.g. entity Contact, field dateOfBirth). You can create it in Entity Manager.
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    • #3
      Thanks so much! That's exactly what I need.

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