Communications: Birthdays
Upcoming Birthdays
- Go to: Main >> Home
- Click on the [Birthdays] button. If there are upcoming birthdays, the button will be orange with a number at the right to indicate the number of birthdays. Otherwise, the button will be grey.
Send an Email
- Go to: Main >> Home
- Click on the [Birthdays] button
- Hover over the [Options] icon to the left of a name and select “Send Email” OR check the box beside multiple names and click the [Send Email] button
Set How Many Days Before a Birthday
- Go to: Configuration >> Organization Settings >> General Settings
- Click on the “Other General Settings” tab
- Scroll to the “Birthday Alert Settings” section
- Optional: Check the box to include only Accepted/Active people in alerts and lists for upcoming birthdays
- Enter the number of days to look ahead for birthdays (the default is 7 days)
- Click the [Save] button
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