🎁 Birthdays & Holiday Card List - 2 Areas

    What is it?

    This is an area to make it easy for you to gather the information you need in order to send out holiday and birthday cards throughout the year.

    How do I use it?

    Your View - All Contacts

    Here, you will see a list of ALL your contacts- both business and personal. You will also see your own team. This is different from the list under marketing, because they will only see your external contacts. The idea is that you'd handle sending cards and gifts to your own team and personal contacts whereas the marketing team would handle the outside people.

    🎁 Birthdays & Holiday Card List (All)

    Marketing Team View

    This view is specifically for your MARKETING team. They will see a list of your external contacts. They will not be able to edit them in any way. The point of this is to be read-only so that they can handle sending holiday cards!

    🎁 Birthdays & Holiday Card List (External Contacts)

    Updating Contact Information

    If an address or date is wrong or needs to be updated, follow the tutorial below to VIEW DETAILS.

    👥 Biz Contacts

    Usability Checklist

    Have you done all of this?

    1. Input all of your contacts with their birthdays and contact types assigned

    How do I print it?

    Print View

    How do I share it?

    For anyone that you want to have access to this information, whether personal or business, you'll share the "Executive" or "Marketing" interface with them- depending on what information you want them to have access to. Remember that this means they will have access to EVERYTHING in your Executive interface.

    How to Share an Airtable Interface and Manage Access
    This Page is in tip-top shape!Leave feedback if there are any issues with this Page