About this feature: The automated Birthday features are calculated from the birthdates provided in the Contact Information section of the profiles. The software will only be able to utilize information that has been entered into this field.
Birthday Alert Settings
- Go to: Configuration, then click on “Alert Settings” found in the sidebar under Organization Settings
- Update the “Birthday Alerts” section found in “General Alerts”
- Optional: Check the box to include only Accepted/Active people in alerts and lists for upcoming birthdays
- Enter the number of days to look ahead for birthdays (the default is 7 days)
- Click the [Save] button
View Upcoming Birthdays
- From the Admin Home Page, click on the [Birthdays] button at the top
- The button will be orange with a number at the right to indicate the number of birthdays. If there are no upcoming birthdays, the button will be grey.
Send an Email or Text Message
- From the Admin Home Page, click on the [Birthdays] button at the top
- Mouse over the Options icon to the left of a name and select “Send Email”, OR
- Check the boxes beside multiple names
- Click the [Send Email] or [Send Text Message] button
- Complete pop-up dialogue box to complete communication