Create anniversary dates with automatic email reminders

In OnePageCRM, you can also set anniversary dates to receive email reminders for specific CRM contacts on a particular date.

You can use the anniversary dates for customer birthdays, renewal dates, or any other recurring annual milestones.

Go to your User/Profile icon (top right-hand corner) → Settings → Custom Fields tab → Contact Fields → Click + Add.

OnePageCRM | Settings page | Custom fields | + Add

Add a Custom Field name → select Custom Field type: Anniversary date

Under Reminder select the number of days before the due date to be reminded about the anniversary date → Click Save.

From the first dropdown, select an Anniversary date. From the second behind the first dropdown select a Reminder.

💡 Select None to disable the reminder.

💡 Reminders are sent to the owner of the contact on a yearly basis.