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  • Question

  • Not a developer and need a VERY easy step by step guide on how to set up a birthday reminder in MDCRM.  Have read all the other forum Q&A and am lost on what is needed to be done.  I am not very computer savvy and am about to just go through each individual one by one and add them to Outlook as a reminder.. need something easier as we have over 4000 clients.  

    Monday, July 11, 2016 3:08 PM

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