En
De Es
Thumb logo cscrm contact us
Search

How to create a recurring task, for example a birthday reminder.

We currently do not support recurring tasks. However, we probably will do so in the future.

For birthday reminders and similar annual events you can use Dates when editing or creating a new person. Data that you enter here will be send to you a week before in your weekly e-mail summary. You will also find the pending data in the right column of the CRM Home (status).