Have an easy to click on link that will bring up client birthdays by month
I would like an easy way to bring up birthdays by month of all clients. We like to send out birthday greeting to clients. A report that would bring up all clients with birthdays in a given month that would include address and email address would be great.
Our 2019 Release is officially out and includes this supported feature! Click here to view our Blog Post for the release:
Yes!!! I was just going to suggest this and even if it could be on the Dashboard as one of the options to see "This Month's Birthdays"