 Chris
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| Joined: 07 Feb 2006 |
| Total Posts: 17 |
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Additional Information Please
Posted: 26 Sep 2006 04:29 PM |
| Is is possible to add a place to put the birthday of the spouse and the date of their wedding anniversary? It would be so nice to be able to access a list every month of birthdays and wedding anniversarys to send cards. |
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Re: Additional Information Please
Posted: 27 Sep 2006 01:43 PM |
Hi Chris,
Thanks for your feedback. We are a bit hesitant to add entirely new questions/fields because it lengthens the data entry process, however we will discuss the possibility of adding these.
A great way to track this currently is by flagging the file for follow-up on both the spouses b-day and the wedding anniversary date. That way, you can generate the follow-up reports every week or every month and keep track of all this info so you can send cards, make calls, etc.
Hope this helps some!
Sarah Miller |
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