目錄

1. Go to [Customer > More criteria]

2. Click [Important Date > +Add > (Yearly) Birthday]


3. To confirm the birthday date, you can also search for customers' important day in the date range. After searching for a list, you are able to export excel file, set permissions, use marketing scripts and send email/SMS, etc.

來源連結:

https://vital-faq.azurewebsites.net/CRM/3885

https://support.vitalyun.com/en/vital-crm/faq?view=article&id=4985:how-to-use-birthday-to-search-customers&catid=28
[Customer > More criteria > Important Date > +Add > (Yearly) Birthday]
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