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How to change lookup criteria for contacts!?

New Member
Posts: 2
Country: Canada

How to change lookup criteria for contacts!?

How do I change all contacts lookup to recognize birth day instead of year of birth? It would be better if it recognized day, month then year of birth for printing labels for Birthday Cards.

 

Thanks for your help,

 

Lindsay

Nickel Contributor
Posts: 241
Country: United States

Re: How to change lookup criteria for contacts!?

I believe that was fixed in v.11
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: How to change lookup criteria for contacts!?

Make sure the data type for the birthday field is Annual Event. That ignores the year.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: Canada

Re: How to change lookup criteria for contacts!?

Thanks for your help. But how do I change the data field? 

 

~Lindsay

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: How to change lookup criteria for contacts!?

Tools |  Define Fields
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129