Report: Client Query Wizard: Birthday List

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Revision as of 12:51, 1 November 2016 by Mlively (Talk | contribs) (→‎Process)
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Overview

The report below will output a list of all active clients with a driver or contact with a birthday in May. Prospects are not included, however that step can be skipped if desired.

See Report: Client Query Wizard for additional details.

Process

  1. Select Marketing -> Query Wizards.
  2. Select General Client Query. Select Next.
    Clntqrywiz-gen.png
  3. Select Additional Filters.
    Clntqrywiz-gen-1.png
  4. Un-check Select prospects.
    Clntqrywiz-gen-2-addl-noprospects.png
  5. Select the Contact Age/Birthday tab.
    • Select Filter on contact birthday.
    • Enter Start Birthday -> 05/01. (MM/DD)
    • Enter End Birthday -> 05/31 (MM/DD).
    • Select Search for drivers as well as contacts.
    Clntqrywiz-addl-bday-includedrivers-pl.png
  6. Select Ok, then select Next.
  7. Select the desired Sort Method, then select then Next.
    Clntqrywiz-gen-3-sort.png
  8. Select the desired Output Format, then select Next. (See Client Query Wizard - Output Formats for more details)
    Clntqrywiz-gen-4-outputmethod.png
    • With the included birthday filter, selecting detail will replace the first contact name with the first matching contact/driver.
    • With the included birthday filter, selecting mailing labels will replace the name and address with the first contact/driver.
    • With the included birthday filter, the CSV output will only include the clients/drivers with a matching birthday, not all contacts for the client.
  9. Select Finish.