Envision Cloud User Guide

Clients by Birthday

Hide Navigation Pane

Clients by Birthday

Previous topic Next topic  

Clients by Birthday

Previous topic Next topic JavaScript is required for the print function  

This report shows clients in order of their birthday as entered on the client profile. Use this report to reach out to clients to help celebrate their birthday.

 

Options Include:

 

oAll or Single Month
oActive, Inactive or All Client Selection
oSort Options

 

This report displays the following information:

 

oBirthday
oName
oAddress
oCity
oState
oPostal (Zip code)
oHome Phone
oMobile Phone
oEmail

 

Report Example:

 

client_birthday