Customer Misc Info - Birthday Example

Customer Misc Info - Birthday Example

Customer Misc Info - Birthday Example

The question was asked about how to create a field to track the birthdays of clients and to then find those with birthdays each month for a contact point (send an email, write a card, make a call, etc.).  You may not want to track birthdays, but maybe you want to know the month of the anniversary of your client's first purchase from you. Regardless, there are many ways to do things in BizScheduler, so the following way is an example that works quite well for this type of data.

Here is what you will want to do:
  1. Add a Customer Misc Info field called "Birthday" by clicking the Customer Misc Info link under the Setup / Configuration section of the Hub
    1. Make the Input Type  = Date

    3. Here's a link for more about Misc Info fields:  change-misc-info-structure 
  2. Enter the birthdays into your customer records as you get them (there will be a date control to assist you)
    1. You may not know the year, so just pick a year that you will use when none is given...like 2000 
  3. To then find your customers with a specific birth month, do a Custom Search
    1. Click the Customer Search link under the Tools section of the Hub 
    2. Check the checkbox before the fields you would like in the results listing (Name, Email, etc.)
    3. Also check the Customer Misc Info field you created ( Birthday , in this example)
  4. Enter the selection detail for the Birthday month you are looking for
    1. BizScheduler stores this date in the form yyyy-mm-dd
    2. If you want to get all of the birthdays in June, for example, you would enter "-06-" (as shown below...DO NOT ENTER THE QUOTATION MARKS!!!), and then click the [ Find ] button

The result will then look something like this:

If you included their phone number you could easily use the list to make calls. If you included their email address you could quickly compose and send an individual email to all of them directly from BizScheduler.

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