Birthdays for Contacts

Melissa Lautenbach
edited July 24 in Sales CRM #1

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.

 

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 24 #2

    @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. 

  • Paul McKenna
    Paul McKenna Community Driver Posts: 64
    Community Driver
    edited April 29 #3

    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.

     

  • Joseph Valenti
    Joseph Valenti Posts: 76
    Second Anniversary 10 Comments Name Dropper Photogenic
    edited June 24 #4

    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.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited May 2020 #5

    @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 .

  • Daniel Steyn_20524
    Daniel Steyn_20524 Posts: 21
    edited December 2021 #6

    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.

  • Marko Zivanic
    Marko Zivanic Posts: 9
    First Answer First Comment First Anniversary Photogenic
    edited June 2021 #7

    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...

  • Steve Johnson_827
    edited May 7 #8

    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? 

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited May 24 #9

    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. 

    image
    Birthday flow in Make/Integromat

     

    If you have any other questions about this flow, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Pipedrive Consulting | WhatsApp | Email | Community