With Workflow feature it’s possible to make the system to send notifications about birthdays of contacts or other entities like users, leads.
- You need to have a date field that represents the date of birth in your entity (e.g. entity Contact, field dateOfBirth). You can create it in the Entity Manager.
- Create Report of List type that will show contacts who have birthday today.
- Create a Workflow rule with the Target Entity set to ‘Contact’ and the Trigger Type set to ‘Scheduled’. Specify Scheduling field with ‘0 7 * * *’ that means it will be triggered at 7:00am everyday.
- Add an action ‘Create Notification’ to the Workflow rule, specify users you want to be notified, specify the message template with the text ‘{entity} birthday today’.
The Workflow feature is available in Advanced Pack.