Constituent's Birthdays will pop up on our dashboard if it's their birthday that day

That would help us send birthday cards to our constituents, rather than pulling a query and manually entering it.

  • Guest
  • Apr 20 2016
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  • Guest commented
    October 03, 2017 16:26

    Nicole, how can you create that query? I don't see that option anywhere. 

  • Guest commented
    April 22, 2016 16:55

    I think this could be accomplished by creating a dashboard based on a query with criteria of birth date equals today and then set it up on the homepage and to automatically update.

    Although, I would suggest something with a wider range since you would miss people with birthdays over the weekend or any day that the staff person was out of the office or etc.