Search HansaManuals.com HansaManuals Home >> Standard ERP >> CRM >> Reports Previous Next Entire Chapter in Printable Form Search This text refers to program version 4.2 Birthday List This report can be used to list all Contact Persons sharing a birthday. The report is compiled from information in the Date of Birth field on the 'Address' card of each Contact Person record. As well as the birthday of each Contact, the report shows their Name, Title, Address, Telephone, Fax and Mobile Numbers, Email Address, Department and Customer Number and Name.When printed to screen, this report has Hansa's Drill-down feature. Click on any Customer Number to open an individual Customer record. Each Contact in the report also has a [Create Reminder in Day Planner] text button. Click this text to create an Activity to remind you to call or mail the Contact on their birthday. The new Activity will be created but not opened. The Task Type of the new Activity will be Timed To Do, the Person will be the current user and the Activity Date will be the Contact's birthday. The Activity will appear in the right-hand panel of the current user's Day Planner on the appropriate day.
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