If you maintain birthdays in your customer file, the upcoming birthdays of your customers will be listed here.
To find the birthday list:
If you don't yet see a birthday field in each customer record, you can create one in the Customer Fields.
Export birthday list
You can export the birthday list to process it in another program or print it. To do this, click on the "Options" button:
Add data to export
Basically, data such as name and birthday are included in the list. If you wish, you can add additional data, such as street, house number, and postal code.
- Click on Customer Settings under Settings.
- Open the "Customer Fields" tab.
- Open the field you want to add to the export.
- Switch to the "Visibility > Other" tab here.
- Activate the option "Show in Birthday List Export" here and save the entry.
The desired field will then be displayed in the export.
Customer birthdays in the calendar:
If you want to see every day which of your customers has a birthday, you can enable this. To do so, go to Settings > Calendar Settings and check the box for "Birthday Display".
Customer birthdays in the calendar:
