+9Ability to track birthdays and anniversaries but currently the date picker only allows for future dates.
Use case: those in the educator world need to know the age of the child. Those in the events industry want to track anniversaries and birthdays of previous clients etc.
Would be helpful to capture this information on the contact/lead forms and then to live in the client workspace please.
Best answer by Monica R
Hi Diana!
You can do this now using a custom contact field in your lead form! I created a custom contact field from my Company Preferences and added it to my lead form which allows a client to go back in the date picker and select a date. In my example, I made a “birthday” field.
Let me know if this helps or if it doesn’t fit your use case!
Monica
+7Hi Diana!
You can do this now using a custom contact field in your lead form! I created a custom contact field from my Company Preferences and added it to my lead form which allows a client to go back in the date picker and select a date. In my example, I made a “birthday” field.
Let me know if this helps or if it doesn’t fit your use case!
Monica
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