HI Guys,
Under Contacts we have a date of birth field, is there anyway for the system to send out birthday greetings (template) either automtically (CRM should be able to do that right?) or worse case for a user to once a month run a mass email campaign using birth date as a criteria?
From what I can see the birth date field is just a field so if you use a filter for this you will be screwed because of the year??
Any assistance would be great. Im using the Enterprise Edition.
Thanks
Clinto69