PracticeMaster Q&A: Birthdays Next Month

January 2021    Tags: , ,

We want to start sending out birthday cards to clients that have upcoming birthdays. Is there an easy way to see which clients have birthdays next month so we can start to prepare cards for them?

A filter can be created to display only those clients with birthdays occurring next month. The filter will always show birthdays occurring next month regardless of when it is run, making it easy to use whenever you need to.

To create a filter for birthdays occurring next month

  1. From the File menu, point to Open and select Client.
  2. From the Filter group of the Quick Clicks pane, click Manage Filters.
  3. Press Ctrl+N.
    1. Enter a Filter Name.
    2. Click the New Advanced Row button.
    3. In the Expression field, enter “(MONTH(DOB)) = Month(DATEADD(1,”m”))” and click OK.
    4. Click Save.
  4. Close the Manage Quick Clicks window.

You can now select the filter in order to see all birthdays next month.

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