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Birthday List

The Birthday List is only for clients marked as individuals.


  1. Search for "Birthday List" in the search bar.



  1. Click on Birthday List



  1. The list will display all of your clients marked as individuals and their birthdates.



  1. Tick the box if you would like to allow a birthday email to go out to the client.



  1. Click on Save



  1. You can decide if you would like the email to go out automatically, if you would like to add Partners as CC or Normal User.



  1. Click on Save



  1. If you wish to edit your birthday letter click on View / Edit Birthday Letter



  1. Edit the Birthday Letter as required



  1. Click on Save Document


Updated on: 31/10/2024

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