After installing the module, go to Settings > General settings > Default Email Templates. In the Default email template section, check Send Happy Birthday Email and select a Happy birthday email template. This is the default template if a specific template is not selected for each partner.
Open the partner profile, enter the date of birth and set up a happy birthday email template for the partner. Here, you can choose or configure specific email templates for this partner.
Note: Partner here must be Individual.
When the setup is complete, to the date of birth of the partner, the system will automatically send a happy birthday email to the partner's email address. You can check that information in the Chatter area in the partner's profile.
In addition, the same partner but in different companies can choose different email templates.
If you do not use the feature to automatically send emails to each partner on their birthday, go to Contacts > Select the partner profile, click the button Send Happy Birthday Email to turn it off.
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