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How to run a birthday query in 4Advisors 3.0 | |||||||
In ACT, go to Lookup and choose Annual Events “Search For” press the pulldown menu. You may select Birthdate (contact birthday), 1Child1DOB – 1Child6DOB (Dependents birthday), and 1Birthdate sp (spouse birthday). Choose “Current Month or Date Range” Press “Find Now” At this point you can “Print List” and/or “Create Lookup” |
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ACT! is a registered trademark of Sage Software, Inc.:::Allied Financial Software, Inc. Copyright 1999-2009
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