I'm trying to set up a rule where a task will come up to send out a birthday card to the contact a week before their birthday.

 

It is not applying the task to the contact if the date of birth needs to be edited. Here's how I set the rule up:

 

1. Basic Information:

 

Module: Contacts

Rule Name: Birthday Card

Status: Active

 

2. Execute On:

 

Create or Edit (for new contacts and the "edit" so I can go back and make existing contacts work)

 

3. Rule Criteria

 

1- DOB isn't empty

2- AND DOB is before 01/01/2050 (the date is so its long enough to work with new clients)

 

Criteria Pattern= ( 1 and 2 )

 

4. Actions

 

Assign Task (1)

Subject: Send Birthday Card

Due Date: DOB minus 7 days

Priority: High

Status: Not Started

Assigned To: (me)

 

What is wrong with the rule that is not making the task come up when I edit a birthday?

 

I know the task will be overdue when it is made. I then set up a rule to have the task reappear for the next year when it is completed (and it works).