Easily manage your special dates and milestones using Sortifyd in one of the following ways:
Using system-generated Notifications:
In Sortifyd, a number of default notifications and reminders are automatically created for you when you add records with certain date fields populated (ex. document expiry dates, birthdays, anniversaries, health checkups, etc.). With these default notifications, you get a reminder notification and an alert also appears on the Notifications screen a certain number of (preset) days or months ahead of the event. This includes reminders for birthdays and anniversaries of contacts you add to Shared contacts in the Contacts box. Please see the following support article for further details: System-generated Notifications and Reminders.
Create a Custom "Birthdays" List:
Alternatively, you might opt to create a "Birthdays" list within the Contacts category (or another of your choice). Simply add the list of names of your family and friends as items and add their birthdays as reminders to each of their names. Using this approach, you can even specify how much in advance you'd like the reminders and at what time. By making the reminders recurring yearly, you will be reminded every year. You also have the option to attach photos, card copies, or letters for each individual in the "attachments" under respective list items. Please see the following support article for further details: Creating lists and adding tasks.
Both methods offer efficient ways to keep track of special occasions, ensuring you never miss those important dates!