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About xarconia42

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  1. I'm playing with a trial version of X2CRM before deciding upon what CRM to go with. Thus, my knowledge of this software is very limited. One of the essential features we are looking for is the ability to view clients' birthdates on the calendar so that we can send cards. What we would really like is send cards not to the clients, but to the clients' children (since the children are the ones we work with the most in our business). I have tried adding birthdate fields to the Contacts module with the "Manage Field" tool, but the new fields are not showing up for existing or new contacts. Ho
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