How do I create a birthday list?

If you wish to contact all of your clients who have a birthday in the coming month, CCD is able to identify these clients so that you can run a marketing campaign or simply write a letter.

For the purpose of this article, we will show you how to find all clients that have a birthday in the month of June.

From the Main Menu click Clients to navigate into the clients module. Click Personal from the left hand menu, you will see the following screen:
To find all clients that have a birthday in June click Data from the very top tool bar followed by Find and Find Mode

You will notice the data in all of the fields goes blank. Click into the month field and type 6.

Hit Enter on your keyboard.

You will now see a list of all clients that have a birthday in the month of June. Click  at the bottom right of your screen to create a marketing campaign then click Yes to confirm.

You are now able to continue with your marketing campaign.

If you need further help setting up a marketing campain, please see the following Knowledgebase articles:

Marketing - Creating Records

Marketing - Issuing Communication
Marketing - Creating Your Standard Letter