You can segment your customer database by age groups. Creatio automatically calculates contact age based on the value in the [Birth date] field. If the [Birth date] field is empty, the value in the [Age] field will be “0.” Please take this into account when setting up filters that use this field.
Creatio updates the value in the [Age] column in the following instances:
-
Whenever a new contact record is saved or the value in the [Birth date] field is updated. In this case, the value in the [Age] field is updated only for the current contact.
-
On running the [Update the values in the “Age” column] action in the [Contacts] section. In this case, the age will update for all contacts.
-
Daily, at a specific time. The age is calculated only for those contacts whose birthday is on the current day.
Age calculation setup
The following age calculation settings are available:
-
set up a time for daily updating of contact ages
-
disable daily update of contact age
-
disable any automatic updates of contact age.
Use the system settings in the “Contact age” folder.
Note
More information about system settings is available in a separate article. Be sure to specify the system setting code (as opposed to its localizable title).
Users require permission to the “Can run actualize contact age process” (CanRunActualizeContactAgeProcess) system action.
To set up regular automatic update of contact age, go to the [Contacts] section and run [Actions] > [Schedule daily update of the “Age” column]. Your changes will apply during the next scheduled update of the [Age] column.
To disable daily updating of the [Age] column, clear the checkbox in the “Enable automatic daily update of the contact ages” (RunAgeActualizationDaily) system setting. After this, the age calculation function will be performed only on saving contact records.
To disable age calculation completely, clear the checkbox in the “Enable updating contact ages” (ActualizeAge) system setting. This disables the age calculation functionality, regardless of the values of other system settings in the “Contact age” folder. If the age calculation functionality is disabled, the [Age] field on the contact page becomes editable.
Next
