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.
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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"