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dynamic member of group show in preview but not in list

New Member
Posts: 2
Country: USA

dynamic member of group show in preview but not in list

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.

Silver Contributor
Posts: 1,813
Country: USA

Re: dynamic member of group show in preview but not in list

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.

 

 

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