This training article overviews how to pull reports for all of your birthdays, anniversaries, and custom made special events in myClients
1. Once in myClients, you can access a report of your upcoming birthdays and anniversaries by doing the following:
Go to 'Reports' on the top menu bar
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
If you need additional help:
Please contact your Support team:
We are happy to help :)
800-950-7325 Ex 3401