Allow the use of Date fields from in the contact data base such as Birthday and Anniversary to be the basis for a recurring task. An recurring auto-drip campaign can be set up to send Birthday or Anniversary email templates or texts to the selected contact based on on the date field. Now a specific calendar task must be set up separately for each contact.
A big thumbs up on this request. In fact if I can add to it, it would be a great help if a couple of other date fields could be added. Two dates fields not included on the contact record that stand out are "Last Purchased", "Last Sold". With these you could much more easily back load buyers and sellers who transacted before starting LionDesk. In fact, if you wanted to get even more fancy, it would be nice to have an auto-field "Last Purchased Anniversary #" that would calculate the number of years from the purchase to current so when you send out a congratulatory email on the date of their anniversary it would know to insert "2nd", "10th", etc. in to the sentence "Happy <calculated date here> Anniversary"!
