How to create an anniversary date with an email reminder
In OnePageCRM you have the option to create a custom field to store important dates like birthdays, anniversaries or renewals. You can do this by creating a custom field and selecting the field type as Anniversary date. You also have the option to be reminded via email every year.
Go to your User Profile / Initials (in the top right-hand corner) → Settings → Custom fields → Contacts field: click +Add.
Under Reminder select the number of days before the due date to be reminded about the anniversary date.
Note: Select None to disable the reminder.
- Reminders are sent on a yearly basis.