05-13-2011 09:27 AM
I created a group with upcoming birthdays within 5 days. When I create or edit the criteria, names show when I preview. However when I close and look at the group screen, no contacts are there.
I am using Sage Act 2011.
05-14-2011 11:14 AM
Birthdays are annual event fields and they search diffeerently than regular date fields. You can either look for birthdays within a particular month within a dynamic group, or use Lookup, Annual events to see birthdays
Also works for anniversaries, etc.