Frequently Asked Questions

What do I use the start date for in the address book?

Answer:

The start date field was designed to be used for the date an employee started with your company, or the date you and a customer first did business. This enables you to easily search for contacts when you want to send a customer appreciation eCard or an employee appreciation eCard, or to use our Recurring Card tool to send regularly scheduled repeating eCards that commorate the start date.
 
Similarly, you can use the "Anniversary Date' field. For instance, a vet may set a customer's "Anniversary Date" for the last time Fido had a checkup, and use that date to trigger an automatic reminder for a follow up visit. 

Tutorials - Address Book > Manage

Tutorials - eCard/Invitation Options > Creating a Recurring eCard


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