AP for Birthdays

[Greg Gilman/GM]

Mike,

In order to help provide a solution we need to know where in GoldMine do you
store the birthdays? What format are they stored in?

Thanks

- Greg,

GoldMine Support
Visit our online KnowledgeBase at
http://kbase.goldminesw.com

Mike James <mja...@techplatforms.com> wrote in message
news:qLUY3BSY$GA.291@gmnews2...
> I'm trying to configure an AP to prompt me that a contacts birthday is
> coming so I can send a birthday card to them. I want to be prompted a week
> in advance.What can I use as a trigger and how can I get the trigger to
> activate an alarm to warn me of an impending birthday

[Mike James]

[Mike James]

The birthdays are stored under the "fields" tab in the "know your client"
section.
Thanks

Greg Gilman/GM <sup...@goldminesw.com> wrote in message
news:7Orqo3TY$GA.170@gmnews2...

> Mike,
>
> In order to help provide a solution we need to know where in GoldMine do
you
> store the birthdays? What format are they stored in?
>
> Thanks
>
> - Greg,
>
> GoldMine Support
> Visit our online KnowledgeBase at
> http://kbase.goldminesw.com
>
> Mike James <mja...@techplatforms.com> wrote in message
> news:qLUY3BSY$GA.291@gmnews2...

[Greg Gilman/GM]

Mike,

A simple AP with events like the following may work for you.

Sequential 100: Check for birthday in the next week
trigger: dbase expression
option: contact2->ubday-date()>7.AND.contact2->ubday-date()<14 (replace
ubday with name of your userdefined date field)
action: schdule activity
option: next action: send birthday card

Sequential 110: wait 14 days (this will avoid the same birthday being
scheduled more than once)

In the properties of the track select the following additional options:
Restart this process automatically
Attach this process automatially to all new records

- Greg,

GoldMine Support
Visit our online KnowledgeBase at
http://kbase.goldminesw.com

Mike James <mja...@techplatforms.com> wrote in message

news:e7GnIOfY$GA.170@gmnews2...