12-21-2011 10:42 AM
Here is my query to add dynamically add clients with a birthday in the next 7 days. When clicking the preview button below, clients are appearing; however, when I click OK the clients will not appear in the Upcoming Birthdays Group.
Any ideas why this is not working?
12-21-2011 11:18 AM
Technically you are asking the datbase who was born in the next 7 days. Day , month and year. what you want to know if whose birthdate day and month is within the next 7 days. So, technically the query is not currect.
Birthdate is an annual event and is handled a little differently. You can do lookup, annual events
Or you can do a critera of Month equal in your query to bring up those who have a birthdate in a certain month.
12-21-2011 11:43 AM
Thanks for your reply.
What puzzles me though is this is a built-in Group within ACT and the query was already setup.
It seems to work when I click "Preview". See Image below (I masked part of the client's names for security).