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.

Settings page l Custom Fields tab l Next to Contact Fields, click on

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.

Note: Select None to disable the reminder.

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

Reminders are sent on a yearly basis.

Create anniversary dates with automatic email reminders

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