How do you enter the birthdate of your contacts?

Searching for "birthday" gives me one result with custom field. Seriosly? This is how a CRM handles a birthday? How are you guys handeling this?

11

Comments

17 comments
  • At this time I've noticed not all users are choosing to add a birthdate for their clients which is why we provide the Custom Field option; however I see how its a memorable day that a business may want to recognize.

    With additional votes from others in the Community this may be able to be added as a field along with the email address and telephone number. :) Its got my vote. 

    3
    Comment actions Permalink
  • A separate enlargeable area "private information" would be nice to not mess up to much space for that information.

    1
    Comment actions Permalink
  • Hi All,

    I wanted to chime in on this, as I think I've got a good solution!

    All Contacts and Organizations have a default field called "Date to Remember." You have the ability to add up to 3 dates to remember for every Contact and Organization. Additionally, Insightly will remind you about the date you specify, in the form of an auto-generated task, one week before the date. And finally, you can even set the date to repeat yearly, so that you'll always know when your clients birthdays' are!

    I've included some screenshots for clarity:

    3
    Comment actions Permalink
  • @Nate: you're right. Best place for that information so far.

    Unfortunately it is not a "classified" field so it doesn't sync the birthday field in Google Contacts... but that is a minor problem.

    Maybe we have a date type selector for the field soon like this+that+birthday+freetext soon?

    0
    Comment actions Permalink
  • Hi Holger,

    Great suggestion! The best place for you to share that is in the Feedback and Suggestions area of the community.

    Our developers and product teams review that regularly to help shape our product roadmap. If you go take a look, you'll be able to see other requests from users that are already planned or implemented, as well as vote on other suggestions you think would be useful.

    Cheers!

    Nate

    0
    Comment actions Permalink
  • Hi all,

    everyone figured out your suggestion Nate, but as Holger already mentioned, this is not where a birthday fits best. Even if you add it as a date to remember, you'll be notified 1 week ahead (if you remember to tick those boxes) not a chance for me to remember a week after if I happen to visit that customer.

    Standard Dates to remember could be of help, where a dropdown in the "what to remember section" would allow some default values, but the most important one is the notification in app, e-mail... to make you aware of that, location based would probably be to much to ask?

    Regards

    Silviu

    PS: for the next reader, some votes to get a new field where the birthday is entered would be great!

    1
    Comment actions Permalink
  • Hi Everyone,

    I think that both Silviu and Holger have some great ideas. I found this open feature request for Insightly to expand on our calendar syncing and custom field functionality. The post already has a few votes and touches on many of the points made in this thread. 

    I'd recommend everyone who's been involved in this discussion head over there, share your input, and upvote the suggestion (I'm heading over to vote right now). Our Product Teams leverage the Suggestions and Feedback section of the community heavily, when shaping our roadmap. 

    Thanks for all your suggestions and input. I hope that the Date to Remember solution will work for everyone in the interim!

    Cheers!

    Nate

    1
    Comment actions Permalink
  •  

     

     

     

    Just for clarity I include why it's the worst option to add a birthday in the "Date to remember" field.

    Let's see why:

    • Adding the birth year means that you won't get an entry in your Calender.

    • The date is always due, because of course it's in the past.

    It can't be that hard to add a field to enter the date of a person or is it?

    Btw, date to remember doesn't have to a task...

    0
    Comment actions Permalink
  • @ Silviu- Thanks for your excellent feedback.

    -2
    Comment actions Permalink
  • As Silviu mentioned, adding a "Date to Remember" field simply won't work for the purpose most of us use it.

    Personally, I use it to send out birthday cards every year. In other CRM's, you simply run a report that lists all the birthdays coming up this month so that you (or your assistant) can prepare all of the cards in advance.

    The "Date to Remember" Field simply does not work this way. You can't write reports on it, and I have tested it, and it will not seem to schedule a Task in advance to notify of a birthday. On top of that, 1 week is not enough advance notification.

    2
    Comment actions Permalink
  • Hi bhenderson:

    Thanks for adding additional detail on how you use this feature. If you want to report on this data the Custom Field option would be your best option to capture this data. You can use Custom Filters or Advanced Reporting to segment your monthly birthdays.

    Hope one of these works for you!

    0
    Comment actions Permalink
  • Hi Lyla. How can I do segment our monthly birthdays?

    0
    Comment actions Permalink
  • Hi Jorge,

    Were you able to create a Custom Field for birthday? You can segment using the Custom Filters or Advanced Reports.

    0
    Comment actions Permalink
  • No, I just add a "Date to Remember". I can't find the Custom Field option (maybe because I'm on free version).

    0
    Comment actions Permalink
  • Hi Jorge:

    Custom Fields are available in all plans but you would need Admin permissions to be able to access the System Settings to create them. 

    Dates to Remember can work and will even create a Task reminder one week before (this can not be changed). Also, only the person that created the record will receive the notification.

    0
    Comment actions Permalink
  • I get the job done using Custom Fields. Thanks!

    0
    Comment actions Permalink
  • Awesome Jorge :)

    0
    Comment actions Permalink

Please sign in to leave a comment.