InsuredMine CRM | Optimize and Grow Your Insurance Agency

Customer Age

 

While adding or editing a contact, if you mention the date of birth of the contact, it will reflect the contact’s age.

This is calculated only on the basis of years, not months.

For example, if the DOB is 01/01/2021, then it will reflect 1 Year and not 1 Year, 5 Months.

 

To view the age section in the contacts table:

  • Navigate to Contacts

  • Click on the table

  • Select Age 

  • Click Apply

 

The age of the contact will appear in the Age column.

 

 

You can also find the age mentioned in Contact360 and Account360.

 



For Account > Account 360 > Contacts

 

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