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.


1
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


2
Add a Custom Field name → select Custom Field type: Anniversary date

3
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.


Notes:

  • Select None to disable the reminder. 
  • Reminders are sent to the owner of the contact on a yearly basis.
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