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May 23, 2018 at 02:20 PM

Birthday/Anniversary notifications in C4C


Hi All.

As part of one of our implementations , the customer has the following requirement:

We would be maintaining two KUT fields in customer master - 'Birth Date' and 'Marriage Date'. The employee responsible of these customers should receive notifications one day before these events so that the employee can send greetings/wish them personally on that day.

I tried to configure a scheduled workflow to send a notification but the date format is always taken as I explored the personalize option to change the format to record the date but the year is present in all the formats available. As a result of which the workflow created will not be recurring every year and is confined to the Birth date/Marriage date which we maintain in the customer master. Since these would be past dates as year is also included in the date format, the workflow will never be triggered.

Kindly suggest a workaround for the issue.