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How can we improve the Smartr365 emails?

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birthday

An automated 'Happy Birthday email or special event, or Happy 1 Year in your new home' email, sent from 365 would add value to our clients.

11 votes

Dan Gale shared this idea · Apr 3, 2024 · Report… · Admin →

under review · Aug 12, 2024

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Neha Maheshwari commented · February 5, 2025 6:21 AM · Report

System should remind advisor of Birthday for clients. Its personal way to be in touch with clinet

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