Vital CRM
How to setup annual reminders?

1. Go to [Customer] tab and click the customer's name to enter the customer's profile tab
2. On the customer's profile tab, click on [edit] beside the "Important Date"


3. Click [Add] to setup a notice
Note: If you want to notice day the same as the important date, please input "0" on "days" field when you setup the important date.

If you want to notice day the same as the important date, please input "0" on "days" field when you setup the important date.
https://faq.vitalyun.com/EN/CRM#3842
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