Birthday and Anniversary Report Overview
The Birthday & Anniversary Report allows you to pull a list of all Special Events for each month. Select the month and use the optional Category filter to narrow the list. You can work from the list, print the list or print labels.
Click the Icon on the right side of the page to add the contact to ClientTouch. If the icon is grey, they are not in ClientTouch, when it is green they are in ClientTouch.
To populate this report, use the Birthday and Other Birthday fields on the Contact Record. You can add additional birthdays, like children's birthdays, and also anniversaries on the Special Events tab of the Contact Record.