Hi guys!
Is there a way to create some kind of report regarding contacts' birthdays?
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23:10 Mar 13, 2014
Hi Ryan!
If you want to view a list of customers who have a birthday, for example, in the coming month, you can display this data in the NOTEWORTHY EVENTS OF CONTACT report.
To get a report on noteworthy events:
1. Open the CONTACTS section.
2. Open the ANALYTICS view.
3. Select the NOTEWORTHY EVENTS OF CONTACT report. Additional area for report generation will be displayed.
4. Select the method of compiling the report and the period for which the report must be generated.
5. Click the [Create Report] button.
As a result, your browser will start downloading the report file in PDF format.
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