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Reports Menu > CRM > CRM Contacts Birthday Report |
The CRM Contacts Birthday Report allows users to run a report of the CRM Contacts birthdays for a selected month as well as create tasks in the CRM for users to contact the CRM Contact on the day.
CRM Contacts Birthday Report Screen
Parameter Name |
Description |
For the Month of |
The month users wishes to run the CRM Contacts birthday report for |
Create Tasks in CRM |
Yes - Will create a task in the CRM for users to contact the CRM contact on their birthday No - Will NOT create a task in the CRM for users |
CRM Contacts Birthday Report - Example
