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Client Birthdays

Feature Requests

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.

Posted by Tangela Brown ·
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  • Tangela Brown

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    Sep 29, 2025

    Agree. I ask clients to opt in to my newsletter, bday, favorite treat, current mailing address since many are construction projects. I would like these to be exportable to excel. Actually there are a lot of details I would like to export to excel. At some point these projects are completed but info from their questionnaire continues to be valuable as we continue to market to them for future projects.