Client Anniversaries with Our Firm
Hi - I noticed in the Community that my question was implemented, but I can't figure out how to find the answer. The user asked that client anniversaries be added and calculated like birthdays.
We would like to celebrate clients' anniversaries with our firm on the 5 and 10 yr marks and be able to run a monthly/yearly list just like we do birthdays. Is that possible? Would it also be possible to import those into our Outlook calendar as we did birthdays?
Thanks!