Birthday Export that has the Columns Filters by Date of Birth.
I would like to see a birthday export from the CRM that would have the birthday exported with the DOB already sorted by chronological order once it was exported. The Custom export now will not sort it nor is there a user friendly feature in excel to help sort by dates.
This is available as a PDF from the CRM on the search page. Select “Contact Options”> "Reports"> “Birthday Report”.
Contact us at email@example.com or 800.206.5030 for assistance with the feature!