Generating a Birthday List

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    Carl Wood

    Love this feature, just wish that we could specify an automated task for any date (anniversary, etc.). Is this maybe in the works?

     

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    Sheley

    Hey carldwood - great thought!  I know we specifically just rolled out a few automated tasks at the start and we have the intentions to roll out many more as people start using and understanding them better.  I would be very surprised if anniversary does not make the automated tasks list!  

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    vreiffer

    I would like to generate a birthday (and anniversary) list for anyone born in a particular month but any year.  Is there a way to do that?  

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    Anika

    Go to people, then navigate to birthdays (or anniversaries) on the left side. Hit range, then the month you want. You then have to export & download the list. Export is on the right side of the screen. Export an excel spreadsheet. Then I go into excel, get rid of all the extraneous cells (there are a lot of them!), filter the date in order or the day (1-31) because we pray for people each week and this allows me to easily see who's birthday it is in a given week. Then I copy that list to wherever I need it. It's a PIA, but once you do it a few times, you get used to it. I really wish there was a simpler way, but I haven't found one so far!

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    Ashley Lynn

    @vreiffer - @stmartin provided some excellent steps for you! Thanks, @stmartin for that!

    You will want to search people and run an advanced search by clicking on "Show More Filter Options" and then selecting the Birthdate Field (or anniversary field). You will then want to click the Date option at the bottom, to change the search parameters, and simply choose what month you are looking for. 

    Once your results (People who match those search criteria) have populated on the screen you will want to:

    1. Using the Action Panel on the Right, Click Export
    2. Click the pencil icon in the bottom left of the pop-up window.  
    3. Change the "Include" dropdown to "Birthdays."
    4. Click Download.

     

    This will save you from having to delete all of the additional Profile Fields that populate with a simple (not customized) Export.

    Hope this helps! 

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    office

    We have a notification setup to send us a list of birthdays for the upcoming month, which works great, but I noticed last month it included a person who has a deceased date entered in the system. We have not archived this person yet so that we can send year end statements. How do I keep deceased people from being included on the birthday and anniversary lists?

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    Anika

    Under tags - Membership, make sure you mark the person as deceased. Then when you filter for birthdays, you can go to "tags does not contain" and check "deceased." 

     

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    Stephen Ivey

    @office

    Thanks for reaching out to us today!

    The suggested protocol here is go ahead and Archive the Deceased person. After the Archive, the person will no longer appear in your lists, but you will still be able to access a statement for the person even though they are archived! See here: Archiving a Person or Restoring Archived People / Archiving People Things To Know

    Let us know if you have any additional questions!

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    sara

    Is there a way to keep the year of someone's birthday recorded in their listing but not displayed?

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    Stephen Ivey

    @sara

    What I would suggest doing here, is recording the actual birthdate (with the year) of the person for your records within the provided field from breeze. However, I would add an additional custom profile field to record just the month and day. I would then make the breeze age field hidden and the secondary birthday field you created to be the only visible field for birthday. See here: Customizing Profile Fields

    Cheers!

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    sara

    Thanks. We'll try that!

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