Update annual follow-up date on tagged contact records
Update annual follow-up date on tagged contact records
Your tagged contacts arrive without a scheduled next-contact date, causing missed annual follow-ups and renewal confusion. It sets a one-year reminder so outreach runs on schedule.
Overview
Tagged contacts immediately get a one-year next-contact date written to their record, so program coordinators stop chasing missing follow-up dates. The tag is removed after the update and outreach remains on schedule the following year.