Q: Quick question about adding children's birthdays. I looked through the knowledge base and found where they suggested you add it as a recurring activity. I'm assuming they just mean a general recurring activity. Is there a way to link it to the child, that is linked to the client?
A: We are working on a way to link the client record with more people. (3-15-16) In the meantime, the only way to get the kids birthday is to either create a client record for the kid (not recommended) or create a workflow of the kid's birthdays and attach it to the client's record. Or, a recurring activity works, too.