Solutions

How can I find out when someone is celebrating a birthday or their anniversary with SFI so I can send them an E-Card?

06/01/2024

 

You can find out if a PRA is celebrating a birthday or their SFI anniversary at your Referrals Report, which displays special flags for these events. There's also a birthday and anniversary filter you can use with large groups. You can then send the appropriate E-Card to them.

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