Hi,

Refer the app:

https://apps.odoo.com/apps/modules/16.0/contacts_birthday_greetings/

This Module helps to automatically send Happy Birthday Email to Customer on their Birthday

Regards

Yes, it is possible to create a recurring activity type in Odoo's Contacts module to remind, call, or email a contact on their birthday or any other specific date each year. Here's how you can achieve this:

1. Create a new Activity Type:

   • Go to "Contacts" -> "Configuration" -> "Activity Types".
   • Click on "Create" to create a new activity type.
   • Give the activity type a name, such as "Birthday Reminder" or "Annual Contact Call".
   • Configure other properties of the activity type according to your requirements (e.g., default summary, priority, etc.).
   • Save the changes.

2. Configure the Activity Recurrence:

   • Open the newly created activity type.
   • Under the "Activity Recurrence" section, enable the "Recurring" option.
   • Choose the appropriate recurrence pattern (e.g., "Yearly").
   • Set the start and end dates as per your requirement (e.g., the contact's birthday).
   • Configure other recurrence options if needed (e.g., reminders, duration, etc.).
   • Save the changes.

3. Assign the Activity Type to Contacts:

   • Open a contact's record that you want to set a recurring activity for.
   • Click on the "Log a Note" button to add a new activity.
   • Select the newly created activity type ("Birthday Reminder" or "Annual Contact Call") from the "Activity Type" dropdown.
   • Set the date to the contact's birthday or the desired date for the recurring activity.
   • Add any additional details or comments for the activity.
   • Save the activity.

4. Automate Activity Creation:

   • If you want to automate the creation of recurring activities for all contacts, you can develop a custom Odoo module or script to achieve this.
   • The module/script can query the contact records, identify their birth dates, and programmatically create recurring activities using the defined activity type and recurrence pattern.

By following these steps, you can create a recurring activity type in Odoo's Contacts module to remind, call, or email a contact on their birthday or any other specific date each year. This allows you to have automated reminders and follow-ups for important events related to your contacts.

Define an activity type: 
(in debug mode: settings / technical / activity types / create) 

Set this fields like this:

Name (e.g.: Birthday remember")
Default user: the responsible person for this.
Model: Contact
Default summary (e.g.: "Birthday remember")
Chaining type: Triger next activity
Triger: Birthday remember (the same activity type)
Schedule: 12 months after activity deadline.

Hope this helps to you. 

NOTE: There is an OCA module that adds a birthday field to contacts.
https://github.com/OCA/partner-contact/tree/14.0/partner_contact_birthdate

In Odoo, it is possible to create a date-based recurring activity type in the Contact module to remind, call, or email contacts on their birthdays every year. Here's an outline of the steps involved:

1. Create a new Activity Type: Go to the "Settings" module, select "Technical" from the menu, and choose "Activity Types." Create a new activity type specifically for birthdays.

2. Configure the Recurrence: While creating the new activity type, set the "Recurrence" field to "Yearly" to ensure the activity is repeated every year.

3. Assign Activity to Contacts: Open a contact record, go to the "Activities" tab, and create a new activity using the birthday activity type. Set the due date to the contact's birthday. Save the activity.

4. Enable Reminders: Make sure the "Reminders" functionality is enabled in your Odoo system. This allows users to receive reminders for upcoming activities.

5. Follow-up Actions: Configure the appropriate follow-up actions for the activity type, such as reminder notifications, email templates, or call scripts. These actions will be triggered when the activity is due.

By following these steps, you can create recurring activities in the Contact module to remind, call, or email contacts on their birthdays every year. Remember to adjust the settings, reminders, and follow-up actions based on your specific requirements and preferences.