How to Run the Birthday Gift Info Report in G5
When you want to send birthday gifts to a list of people, this report can give you the information you need to send them.
Add the Birthday Gift Info-G5 Document:
- Download the Birthday Gift Info-G5 Document from the attachment at the end of this article.
- Go to the Document Manager in G5.
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Click the + button to add a new file.
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Choose from the Document menu to add a new Document.
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Choose the Birthday Gift Info-G5 document under Add Attachment.
- Name the document to match the name of the file you are uploading.
- Click OK in the top right.
To check Address and Salutations:
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In the Contacts screen in G5, choose your Contacts.
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Set your filters for the group of Contacts you want to send birthday gifts to.
For the birthday filter, see How to Find Birthdays in a Date Range -
Check the box to select ALL the Contacts you have filtered.
- Click Print.
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From the Document Manager Items section, click the + button.
- From the menu that appears, choose the Birthday Gift Info-G5.
- Click Print Documents at the top of the screen.
- Agree to any prompts that appear.
- Click View My Requests.
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Click the View button to download and view your merged Birthday Gift Info-G5 document.
- Print this document. It provides the preferred address, the name they prefer being called, and their date of birth all together for your use.
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