Creating a birthday list

To create a list of contacts who have a birthday in a certain period, open the main menu Sales/Contacts/Birthday list. Select one of the predefined filters here, Birthdays..., or create your own filters.

The list displays the contacts found and their dates of birth.

Use as a watch list

If you have defined a suitable filter (e.g., "internal birthdays today and tomorrow"), the filter can be dis­played as a watch list. Whenever the filter delivers at least one hit, the corresponding watch list entry is displayed in bold, and you can see the number of hits. A click on the hyperlink opens the list of the current birthday kids.

You can release this filter for all staff members for reading, so that it can be included in every work­place as a watch list.