James Allen

Email alerts to SugarCRM users for birthdays (contacts)

Discussion created by James Allen on Oct 14, 2016
Latest reply on May 2, 2017 by Matthew Cooke

I am looking to set up an automated email alert that causes the system to send an email alert to our SugarCRM users when it is a contact's birthday.  The obvious issue here is that the year has to be set to the same year as today's date so that the daysuntil($birthdate) = 0 function will work.  This will not work, as it involves the contact's birthday having to be updated every year for every contact.  I have seen posts that use custom PHP coding to accomplish this, but I do not know PHP.  Also, I believe there must be some other way already available to get this working without custom coding.  As a Customer "Relationship" Management program, this should be a default feature, or at least activated with native SugarCRM logic.  If anyone has any ideas on how to accomplish this with native SugarCRM functionality and logic, please advise.