Title here
Summary here
Upcoming Birthdays
Upcoming Birthdays highlights vendor contacts with birthdays approaching, helping relationship managers plan timely outreach.
Concepts
| Field | Meaning |
|---|---|
| Vendor | The vendor linked to the contact. |
| Contact | The person whose birthday is listed. |
| Birthday | The upcoming birthday date. |
| Relationship Manager | The staff member responsible for follow-up. |
How To Review Upcoming Birthdays
- Open VRM -> Relationship -> Upcoming Birthdays.
- Filter by period, vendor, or relationship manager.
- Review the contacts due for engagement.
- Use the list to plan calls, messages, or other follow-up.
Screenshot: Upcoming Vendor Birthdays list view
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