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Partner DOB
This module helps manage partner birthdates and company establishment dates in a structured and efficient way. It enables users to easily search and filter records based on date, month, or year of birth or establishment, ensuring quick access to relevant information.
Features
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Features
Manage Birthdays and Establishment Dates
This module allows users to record and maintain key dates for partners, including birthdays for individual contacts and establishment dates for companies. The system intelligently differentiates between individuals and organizations, ensuring the correct field is presented based on the partner type.
Advanced Search and Filtering
Users can quickly locate partners using flexible filtering options based on date, month, or year of birth or establishment. This functionality simplifies tasks such as identifying upcoming birthdays or analyzing partner demographics.
Grouping and Data Organization
The module enables grouping of partners by date or month, providing a clear and organized view of important events.
Screenshot
1.) Contacts Form View
Easily access and manage an individual partner birthday directly within the contact form.
2.) Contact Form View for Company
Company records include a dedicated field for establishment dates, allowing businesses to track important milestones.
3.) Contact Filters View
Filtering options make it effortless to narrow down partners based on specific dates, such as birthdays or establishment days.
4.) Contacts View with Month Group
Grouped views organize partners by month or date, offering a structured way to visualize upcoming events.
User Guide
