It would be great if we could have a field for birthday month/day without year or a calendar drop down so we can add our contact's birthday's and run filters for upcoming ones.
@Melissa Lautenbach -- you can create a custom field called "Birthday".
Ignore the year [input the current year maybe].
This way you can report on the date.
If you had drop downs with separate fields, you would not be able to use reports on these fields.
A few of my team started to add this as a custom field but our GDPR officer requested we remove them unless the peoples details were kept private to those who enter them, which is not a possibility.
I would love to see this too... and for us the goal would be to create a date-triggered automation that would send a greeting X-days prior to the person's birthday.
Happily, I understand that Pipedrive is working on the automation bit. I don't know for sure that the "birthday" object is included in the scope of this project, but it sure would be useful.
Boris Tsibelman said:@Melissa Lautenbach -- you can create a custom field called "Birthday".Ignore the year [input the current year maybe]. This way you can report on the date. If you had drop downs with separate fields, you would not be able to use reports on these fields.
Hi @Melissa Lautenbach !
See here what options you can use with Custom Fields, as suggested by @Boris Tsibelman .
This is such an important feature. I appreciate that one can create a custom field, and create automation to set reminders, but there are flaws in it, what if the sales rep completed the task late and the remind for the following year gets set on a wrong day. etc etc etc It is surprising that it is not a default feature that automatically adds reminders to one's schedule.
Look, guys, I am not a developer or anything, but it will take the same effort to create a filter for birthdates as it would take to create the whole CRM system from scratch at this point.Another point is that a person who gets paid a lot of money to develop things created a birthday filter that is not filtered by only day and month but also the year. 👏👏👏
I've should have stayed with excel...
Let's keep asking for a Birthday field, with the Year included. I've never seen a CRM without birthday, month, day & year and it calculates the age. This is a very important field for almost every salesperson I've ever met. Does anyone understand why it does not current exist in Pipedrive?
I built a birthday flow using Make/Integromat.
It requires two date fields: Date of Birth and Next Birthday.
It requires 2 filters: 1 to update Next Birthday; 1 to see upcoming birthdays.
If you have any other questions about this flow, please don't hesitate to reach out.
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A birthday field is essential for a CRM