Generating a Birthday List

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  • Avatar
    Mike Sparks

    I have members I would like to allow birthday lists but not see the age or birth year of other members.  Is that an option?

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    Sheley

    Hey Mike - You can make the year "0000" so that it won't include the actual age.  
    We also get churches who like to keep two birthday profile fields - one that includes the year for internal use and then one that they use for the members view.  

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    Ellen

    Can I create a Birthday list including photos and sort it by birthday so the list (with photos) is in date order?

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    Sheley

    Hey Ellen - If you subscribe to Birthday Notifications you can set it up to receive an email each month of all birthdays coming up for the following month in date order with pictures. 

  • Avatar
    Ellen

    Thanks, Sheley. Yes, I subscribe to this list, and love it! But would like to recreate it after some changes have been made, then give the updated (more accurate) list to our Hospitality Team. I can produce a Directory list, but can't seem to see how to get it to sort by Birthdate.

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    david

    Is there a way to generate a daily notification for birthdays/anniversaries for each day? I have it set to month but would like to have it every morning if possible.

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    Sheley

    Hi David - Notifications can only be sent out for the month.  A couple of options would include running a report in the People section each day to look for birthdays, or you could set up birthday emails to go out to people automatically on their birthday with our new automated task: Sending Out Birthday Emails

  • Avatar
    amy9353

    Is there a way to filter for  MISSING Birthdays?  In other fields you can use "!" but not so for birthdays.

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    Sheley

    Hey Amy - great question!  What you can do is create a tag called "birthdays" or something along those lines.  

    Then, go to the People tab, filter your birthday category by Month - Any, Day - Any, Year - Any.  Now that will give you a list of everyone with a birthday.  

    Put all those people in the tag that you've just created.

    Now, still in the People tab, run a search for anyone who is not in the tag "birthday" and you'll get a list of anyone missing a birthday in your system!

    If you need more details or a more thorough walkthrough on this please let me know! 

  • Avatar
    amy9353

    Okay, that's one work-around, but might be simpler to add a field right by the birth date for "yes" or "no".  Thanks for the idea!

      

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    Anika

    Is there any way to get just one week of birthdays? We do our weekly prayers & pray for those with bdays & anniversaries for a given week. I could do it in ICON....can't seem to get that narrow a field in here! 

  • Avatar
    Emily W.

    Hi stmartin! 

    Yes! You will want to use the advanced search option to run this report:

    1. Select the "People" tab from the top right.
    2. On the left, click "Show More Filter Options."
    3. Select "Birthdate"
    4. Then you can select range or relative to narrow down the search from Month to a Week

     

    Hope this is helpful! :) 

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