How to Use the Birthday Filter
A person’s birthday is an important bit of information. There are many reasons to target groups of people based on their birthdays.
Open the Birthday Filter
-
Open the Contacts workspace.
-
Select Contacts. Households and Companies don’t have birthdays, so you will always need to be on Contacts to use the Birthday filter.
-
Click Filter Options and Select "Add filter fields”.
-
Type Birthday in the search field. Check the box next to it when it appears. Click OK.
The Birthday filter window will open for use.
Use the Birthday Filter
The Operator and Date fields can be used in combination to produce many reports revolving around birthdays. Below are the most common uses.
Weekly Birthday Letters
Set the Operator to Between and choose dates from 8 to 14 days from today to produce a list of people you need to get weekly birthday letters out to.
Find Contacts Missing Birthdates
Set the Operator to Unspecified to find your contacts that are missing birthdays on their record. Add the Status Equals Client filter to narrow it down to just your clients that are missing birthdays.
Upcoming Birthdays
Set the Operator to In the Next (Days) and choose 30 days to produce a list of all birthdays coming up in the next month.
Clients turning 72 and a Half
-
Set the Operator to In the Next (Days) and choose 180 days.
-
Add the Status Equals Client filter.
-
Then add the Age field.
-
Set the Operator of the Age filter to Equals and set the value to 72.
Related Articles
How to Process Birthday Mailers
Setting up your filters Before you can process birthday mailers, you need to first set your filters to display the list of contacts you want to send birthday mailers to. Basic Filters Navigate to the Contacts workspace and select the Contacts tab at ...How To Use a Custom Field as a Filter
In the Contacts workspace you can use a category as a filter. To do so: Click the Filter Options button and select Add filter fields from the dropdown menu. Scroll down to the Profile section and check the box next to individual custom field(s) you ...How to Create a Report of Birthday Letters Generated
There are two ways to do this: Task Reports – Generate a simple list of people sent birthday letters in a date range. Custom Reports – More versatile in what information you can add to the list. Task Report Go to the Tasks workspace. Type Birthday ...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 ...How to Filter the Service Level Manager
If you need to view your service touches based on those that are Scheduled, Unscheduled, Missed, etc., you will use Service Level Management. Go to the Service Level Management workspace. Select the saved filter of the Touch Type you are looking for. ...