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.
https://faq.vitalyun.com/EN/CRM#3842