Automating an email?

Q: How do you automate sending out a birthday/home purchase anniversary email to your database?

A: You can do it with workflows by setting up a template and applying the workflow to those that you want to send it to. Once we have the Birthday/Anniversary Widget complete, it will be easier and more automatic. You can do the mass email option from the contact using a Birthday Filter and marking the contacts in the list and sending an email. (11-5-15)

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    Mary O'Neil

    When I go into calendar and pick a client where I filled in birthday, the birthday option is faint gray so I cannot manage it. i know it probably isn't a big deal but I really need to speak to someone and go over the issue. I have spent much of today so very frustrated by this

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