Birthday/Anniversary notifications in C4C

[former_member583736]

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 dd.mm.yyyy. 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.

[Former Member · Accepted solution]

Hi Vishwas,

I feel there is no date format for calculation without year. The work around for this is to use a separate Date field and maintain the date and month from original field and have the year from current year.

And there should be a two work flows created. One is to send the notification and another one is to update the new field with next year.

Thanks,

MK

[MJVEERHUIS]

Hello,

Although this question has an accepted answer i would like to share how i have managed working with birth days and making them visible for the employees who have to take action.

In the data source Contact Master Data there is the birthdate. Filtering is difficult on the date of birth it self as the year is always 'bothering' you. So first i created a report based on this data source with view with the date of birth and the contact ID. I sorted the list and as you can sort in a way that the birthdays are grouped per month the report view becomes a sort of calendar.

While doing tis i found out that there is a field called Month (Date of Birth) which enables you to more clearly filter on months regardless of the year. The field also has a standard filter Current Month. I defined a selection on the current month.

I created a KPI on the report, the view and the selection so that i could show the information in a tile on the home page. When clicking the tile that shows the number of birthdays in the current month a list apears with the names of the contact persons and via the contact person i can click through to the Contact Details.

Unfortunately there is no field 'Week' in the report that behaves the same as the field Month.

The report i have created i can sent out as a broadcast to a group of relevant users. In case you have ownership of contacts (or related accounts) and you have set up the authorizations accordingly the receivers should only receive the a list with contacts they are responisble for.

MJ