Precision in Data Management: Updating Date Type Contact Fields in Aesthetix
Ensure your CRM data is accurate and up-to-date with this informative guide on updating date type contact fields in Aesthetix. This article provides a step-by-step approach to modifying date fields, whether for birthdays, anniversaries, or important event reminders. Learn how to navigate the Aesthetix interface, utilize effective date formats, and implement best practices for data integrity. Ideal for CRM users and administrators, this guide will help you maintain precise contact information, enhancing your communication strategies and customer relationship management in Aesthetix.
1. First, click Marketing.
2. Next, click on "Workflows".
3. Next, click on "Create Workflow".
4. Click on "Start from Scratch".
5. Add your desired action.
6. Select "Update Contact Field"
7. After, click on "Add field".
8. Now, click on "Select Field".
9. Click on "Date of Birth".
10. Next up, select the date you want for your workflow.
