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Apr 21 •
RILA anniversaries
How do you handle RILA anniversaries? We thought we could attach a workflow for RILA anniversaries, but where can we put a date that would be reoccurring to run a report to attach the workflow? Or should we just make a repeatable activity on the contact for their anniversary every year?
1 like • 29d
You're asking the right question, and it's a practical one that trips up a lot of teams. You've got two realistic paths. Option 1: Custom date field/UDF, plus a quarterly report to flag upcoming anniversaries. Manual trigger, but clean for bulk visibility. Option 2: Repeatable annual task on the contact. Reminder surfaces in the calendar each year.
1 like • 25d
@Kelly Allan Awesome, happy you found a resolution.
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