Contact Birthday List Report

Contact Birthday List Report

Purpose:

 This report can be used as a customer relations tool to enable you to know when your contact’s birthdays are coming up.


Parameters:

1. Branch Name: A drop down list of all branches in the user’s current hierarchy. Is a multi-value parameter so they can select all branches, just one specific branch or any combination of different branches in the list.

2. Month: Drop down that has all of the months of the year listed. Can select all months or just one.

3. Customer Name: Filters on the customer name for the customer that the contact is linked to.

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