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”



Financial CRM Software, CRM for Financial
CRM for Financial, Financial CRM Software