Client Birthdays

I ask for client's birthdays, favorite treat, mailing address etc. Would be nice to see who is having a birthday this month or what treat we might want to bring to the next meeting without having to go to the questionnaire. This isnt easy to access while in the field without an app. Could be added as optional fields in the contacts section so we could atleast export to excel.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Requests

Date

Over 1 year ago

Author

Tangela Brown

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