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Extracting contacts by birthday range. Act! version 6.0

New Member
Posts: 5
Country: United States

Extracting contacts by birthday range. Act! version 6.0

We are using Act version 6.0.  What I am trying to do who extract all contacts whose birthday is in the month of September. 
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Extracting contacts by birthday range. Act! version 6.0

Make sure that your Birth Date field is an Annual Event field

- Go to Edit/Define Fields

- Highlight your Birth Date field and make sure the Annual Event box is checked

 

Do an Annual Event lookup

- Go to Lookup/Annual Events

- Choose the Birth Date field, then choose Current Month and click Find Now

- If you want to look at months other than the current month, choose Date Range and do the the first and last days of the month for the current year (ie, October birthdays would be 10/1/08 - 10/31/08

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.