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There are several ways to do Birthdays in ACT! and Act4Advisors including using queries, reports, Lookups, Groups, annual events and scheduled activities
If you want ACT to notify you of a birthday, simply enter an activity with the activity type set as Birthday. You can set the date of the birthday as the due date, the time as Timeless and set an alarm if you choose. You can then filter or sort on Birthdays in the Task List or just rely on the alarms Alternately, in ACT! 2008 and above, you can use the Group called, Upcoming Birthdays. This group automatically brings up contacts who have birthdays with the next 14 days. If you would like to change it to the next 7 days, simply change the membership rule. You can also add the spouse birthday to this or create a separate group. Go to Groups> Choose Upcoming Birthdays on left side.Choose the Contact tab on right side Choose the Add/Remove Contacts button on the Contact tab |