How To: Monthly Birthday Report

How To: Monthly Birthday Report

Reviewed 10/2022


Here's a quick way for you to pull which of your clients have a  birthday this month in Zoho CRM.
  1. Navigate to the PTC Contacts Module.
  2. In Filters, search for "Birthday Month"
  3. Next, set the modifier to "=" and type the Month # in the box to the right.  (Jan = 1, Feb = 2, etc.)
  4. Hit Apply to Filter your Results.


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