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Knowledge Base
Printing materials based on client birthday
Author:
Ginkgo Software Support
Is it possible to get a list of clients birthdays or do you have to print each letter at a time? For example we want to do a mailing for May b-days, can we just produce a list of names and addresses or do we have to do the b-day letter? Thanks for your help.
Within ClientTracker you have the ability to create any of the following based on a list of clients with birthdays in May:
- birthday letter
- custom letter to specified clients
- mass email
- mailing labels
- envelopes
To do this, choose one of the above items from Reports>Letters Forms & Marketing. Then select 'choose clients based on advanced criteria'. In the top row, choose Birth Month as the criteria and enter May as the value. Click continue.
Last Modified:
2006-04-25 Number of views:
1680
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