Birthday/Anniversary Date Picker Customization

Currently, when using a date field in Workflows or Lists, it is impossible to ignore the year for annually recurring events (such as a birthday or anniversary). This leads to problems when wanting a create a list of contacts with birthdays within the next # days because HubSpot will only look into the next # days of the current year. If we were able to insert a wildcard for the year or only choose month and day, that would solve the issue.

 

Thank you!

12 Replies
LindseySprake
Occasional Contributor

This would be sooo useful! Please can this be looked into. Thank you.

azureart
New Member

Same problem here. We would love to keep the birthdates of clients inside. But getting the year of them is horrible!!!

AndyBauer
Regular Contributor

YES!!! We are switching over from another CRM system and running a monthly birthday list of clients appears to be a basic function that appears to be extremely difficult and cumbersome to achieve in HubSpot!

Wschutt
Occasional Contributor

Creating a birthday field is also extremely tedious in Hubspot, as you need to scroll through every month to go back each year. The date selector should allow you to select a day, month, and year without having to do this. We'd like for it to be a dropdown, and need to be able to use the data (so it should be something more than a simple text field).

mark_nextgen
New Contributor

This should be a standard for CRM, hopefully Hubspot can make it happen

Kimberly
Regular Contributor

Yes!! My team needs this, as this is something that currently takes a lot of work, and it should easy.

mariahbridges
New Contributor

We need this feature ASAP - being able to thank our customers for their birthday/anniversary month is low hanging fruit for customer service. Please bring some attention to this feature and let us know when it is live. 

louischausse1
Occasional Contributor

That would be helpful to manage workflows around renewal dates

 

(Create deal, send invoice, etc.)

robertwigfield
New Member

Need this to be done!

JoeDavies Esteemed Contributor | Gold Partner
Esteemed Contributor | Gold Partner

Yes! We constantly have contacts submitting their birthday as the current year!