05-13-2013 01:08 PM
Welcome to the ACT! Community!
If you are looking to change the field used by the Birthday Reminder, you can do that through the Schedule > Manage Smart Tasks option. Click on Birthday Reminder to highlight, click Edit in 'Birthday Reminder' Description bubble - you will then see the option to change the criteria. At this point you can change the field from 'Birth Date' to 'DOB'.
If this is not what you are attempting to do, please provide more detail as to what you would like to accomplish.
05-14-2013 06:34 AM
Sorry, I wasn't clear enough. When I set the criteria for the DOB field, what "operator" and "value" do I use? If the contacts date of birth is 5/14/1967, what is the operator and value settings? Thank you for your help.
05-15-2013 06:01 AM
The operator and value settings will depend on the outcome you desire. The original settings for 'Birthday Reminder' are 'Within Next [days]' and '7'. This will locate dates within the next 7 days based on Month/Day, not including year. You can certainly increase or decrease that time frame.