Happy Birthday
Dave Konnight
I have 300 tasks every day its almost impossible to get caught up. And each day I have 15 to 25 happy birthday and happy anniversary tasks. There's got to be a way to have the system send out those emails so I'm adding more and more Task
Shelby Parker
Thanks for sharing this, Dave Konnight — totally hear you on how overwhelming that task volume can get, especially with recurring birthday/anniversary follow-ups. This is really helpful context, and I’m looping it in with the team so we can look into options like automating those emails and reducing the manual task load. If we need any extra details on your workflow, I’ll follow up.