Filter contacts by Birthday Month to display customers based on the month set in the Birthday field in their contact profile; the year is ignored in the Contacts list.
Tip: To add or remove any additional profile fields (e.g., adding the Birthday field to view the birth date as shown in the animated image below) from the Contact List, see Customize the Contact List before proceeding with the steps below.
- From the contact list toolbar, select the filter button
then choose Filter. - From the Birthday drop-down, select a month.
- The filtered contacts can be sent an email, added to a custom list, or printed as a report. To print, from the contact list toolbar, select the print button
then choose Print (or see Print Labels to print in a label format).
- In print preview, select the print button
or on a mobile device, tap the export button
to export and download as another file type, such as PDF. - When finished, to clear any filters that may be set, select the filter button then choose Clear Filter.
