Candid CRM was designed to be easy to use, with no clutter. There was no plan for a date of birth field. Firstly, I could not see the point, secondly, I rarely know the year of birth, and thirdly, entering the day, month and year is time-consuming. However, the point of a CRM is to keep in touch with your contacts. What better way to keep in touch than to email, telephone or visit a contact to wish them a happy birthday!
So, today, I added a day and month for birthday. The day is a one or two digit number and the month is a dropdown. This makes entering birthday days quick and simple. The dashboard now shows contacts with birthdays in the next 7 days, this may change to 10 or 14 later on, or be a setting. Birthdays are listed after actions, actions are the most important thing in my mind for a CRM, but once those are complete, you should work your way through the contacts with birthdays. You never know where the conversation will lead, maybe to a new opportunity or sale.