Dates to remember

I'm not new to Insightly but getting more involved in using it since our programmer left and now it's my job to handle the account.  I noticed that there is a dates to remember section. Has anyone asked clients for birthdays and anniversaries or other dates important to them? Are clients receptive to asking for their birthday so we can remember them? 

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  • Hi Fred,

    I have never asked for a birthday or anniversary date, though if it comes up in conversation, I mark it down and send sometimes greetings on the day. 

     I think it depends on the relationship you have with a client. Do they want to maintain/cross that line between business and personal?

     

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  • Hi Fred, 

    I agree with Melissa. It really depends on your clients. If you do ask for their birthday, be sure to explain why: "We are big on birthdays around here and love to send out birthday gifts/promotions. Would you like to share your birthday with us?"

    Another way that many people use the dates to remember is to track the customer's anniversary of working with you. 

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  • Hi Fred,

    It's a delicate question of course, but the dates to remember/date of birth field can be useful if populated. One approach may be for you to test requesting the data from a small number of customers to gauge response.

    Thinking about Internal Customers, here in the UK it is legal for example for an employer to ask staff for date of birth providing the information is not used to then discriminate against someone.   A positive example of using the information is then celebrating a team member's birthday in some way.

    Beyond this, and for External Customers, organisations in the UK have to comply with the Data Protection Act, meaning any data must be used fairly and lawfully, used for limited, specifically stated purposes, used in a way that is adequate, relevant and not excessive, accurate, kept for no longer than is absolutely necessary, handled according to people’s data protection rights, kept safe and secure, and not transferred outside the European Economic Area without adequate protection.   So again there is no reason why we cannot collect data of birth information but have to take care that it is appropriate.   We ask some customers for their data of birth because it can be relevant to the support we then provide them with.   Rarely are there any objections to this request.

    Hope this helps.

    kind regards, Simon 

     

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  • Helo Fred,

    If you need to capture the same date information in the same format every time i.e. naming the date (anniversary, birthday, special event, etc). Then I recommend you use custom fields.

    You have a lot more control using this type of field than the default dates to remember fields. You may lose features like adding a task reminder, repeating the task, or naming the field whatever you want on the fly... but these are things that can be replicated with Workflow Automation or Zapier, if you really need those features. 

    Best of luck!

    Micah

     

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  • Thanks everyone. I really appreciate your input.  

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