Searching by Birthday

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. 

  1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.) 
  1. Module and Status, Communication and Group Filters select status(es) and option(s) to include 
  1. Click the [Add Search Criteria] button 
  1. Search Type: Select “Birthday” from the dropdown list 
  1. Birthday: Select (or enter) the month and date for your search. This will enable you to look for people with birthdays between two dates without having to enter the year of birth (e.g. to search for those with a birthday in the month of December). You can either search by entering exact dates or by using dynamic dates
  1. Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search 
Updated on March 30, 2021

Was this article helpful?

Related Articles