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1. Anniversary Track With Number Of Years

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   2 comments  ·  Feature Requests » Reminders  ·  Delete…  ·  Admin →
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   Patrick Murphy commented  ·  November 14, 2023  ·  Edit…  ·  Delete…

   Morning team,

   I was wondering if you would look into a possible update to the reminder - track - anniversary calls.

   This is the only track we use and we use it on every one of our contacts. Is it possible to make it so we can enter the year of which they bought so when the anniversary comes it up gives us the number of years too.

   so when we get the following message

   Anniversary call - "Happy anniversary. How's everything going with your property"

   Instead, it reads

   Anniversary call - "Happy anniversary FOR YOUR 3RD YEAR". How's everything going with your property"

   The reason is that we have to go in and out of Guru searching every property to find the number. With a database of 2000+ this is taking a large amount of time that we have to do every year.

   Kind regards,
   Patrick Murphy
   Bayleys Real Estate

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