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DOB's on calendar

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New Member
Posts: 2
Country: USA
Accepted Solution

DOB's on calendar

I've populated the birthday for all contact in my database.  Anyone know how/if I can make those dates pop into my daily calendar automatically? 


Accepted Solutions
Solution
Accepted by topic author V Lasley
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: DOB's on calendar

They do not pop up on the calendar. Only activities do that.  to see the birthdays for today or this month, go to Lookup, Annual Events

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

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All Replies
Solution
Accepted by topic author V Lasley
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: DOB's on calendar

They do not pop up on the calendar. Only activities do that.  to see the birthdays for today or this month, go to Lookup, Annual Events

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Copper Contributor
Posts: 166
Country: USA

Re: DOB's on calendar

How about creating a Smart Task that places a reminder on the calendar? Sage ACT! 2011 includes a pre-defined task to place a reminder on your calendar for any contact whose birthday is within the next 7 days. For more info see the "Creating a Smart Task Temaplate Fast Tip" or Sage ACT! Help files. 

New Member
Posts: 2
Country: USA

Re: DOB's on calendar

Thank you Jon.  This is very helpful