Do you keep track of your customers birthdays? One of our latest features is to notify you that a customer has had a birthday!
We start by setting up the notification in System Setup | Operations: 2
The Days Prior and Days After fields are setup to allow you to provide notification before and after the actual birth date that you have on file for the customer.
Once you have the switch setup, we need to make sure we have a birth date for the customer. This is entered into the customer file.
When you use the customer at Order Entry and start a ticket you will see the following on their birthday!
Below is an example of the message if the birthday has passed but is still within the notification!
Don’t forget that we can also provide you with the list of customers and their birth dates if you would like to do traditional mailings as well!
Contact us at:
8326 Woodland Ave. E
Puyallup Wa 98371