Birthdays, Anniversaries, and Special Events Report

1. Once in myClients, you can access a report of your upcoming birthdays and anniversaries by doing the following:

1. Go to 'Reports' on the top menu bar

2. Click on Birthdays and Anniversaries under 'More Reports'

2. Once you're viewing your Birthdays and Anniversaries...

• Click on the Month dropdown menu to view your Birthdays, Anniversaries, and Special Events by month.

• You can also filter by Category

• Create Labels allows you to print mailing labels for all of the months contacts

• Create Note adds a "SENT CARD" note to all of the months contacts

You will be able to see events for both Primary & Secondary contacts