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Can I view upcoming contact birthdays?
Can I view upcoming contact birthdays?
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Written by Team Wealthbox
Updated over a week ago

There are multiple ways to see upcoming contact birthdays.

  • On the Dashboard you can see "Upcoming special dates" for your contacts which includes Birthdays, Anniversaries and Client Since dates you are tracking.

  • On the calendar, you can check the "Special Dates" box to see all special dates you are tracking.

  • The "Daily Digest" email notification which goes out daily will also remind you of birthdays on the current day.

  • The Reports module includes a "Birthdays in the next 60 days" report in the Sample Reports which can be customized. You could also save your own report to see all birthdays within a specific Month.

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