Beaucoup Birthdays

September 12th, 2008 • Posted by Andrea Feucht • Permalink

birthday-report01.pngAs David mentioned in an earlier comment, you now have an additional report to display upcoming birthdays for clients with that information available.

Just go to the Reports tab, and scroll all the way down to the bottom for the "Marketing" reports — you'll see one called "Upcoming Birthdays."

The default view is any birthday in the next 30 days, but you can also choose the current calendar month, the next calendar month, or any particular month of the year.

birthday-report02.png

What can you do with this report, other than gaze at its' loveliness?  Stay tuned, as we hook this report up with your other Marketing capabilities and allow you to easily collect the data and use it to give your clients new opportunities for gift-giving and enjoyment of your services.


2 Responses to “Beaucoup Birthdays”

  1. annette Says:

    Yes it is lovely, thank you! Is it operable yet, I requested a report and got NO results??? Will you check my data and advise? Thanks.

  2. Andrea Feucht Says:

    Annette, Thanks for the question — I might have made the feature sound too easy! You will not see any data in your report unless your client have their birthday field filled out — so that will need to be updated before results can be generated for the report. Let us know if you have further questions…

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