Search HansaManuals.com HansaManuals Home >> Standard CRM >> Customers, Suppliers and Contact Persons >> Reports Previous Next Entire Chapter in Printable Form Search This text refers to program version 6.2 Birthday List You can use this report in the Contact module to list all Contact Persons sharing a birthday. The report is compiled from information in the Birthday field on the 'Comments' card of the Contact record for each Contact Person. As well as the birthday of each Contact Person, the report shows their Name, Title, Address, Telephone, Fax and Mobile Numbers, Email Address, Department and Customer or Supplier Number and Name. Email Addresses will not be printed if you are using the Exclude All Contact E-mails from Reports option in the Mail and Conference Settings setting in the E-mail and Conferences module.When printed to screen, this report has the Standard CRM Drill-down feature. Click on any Customer or Supplier Number to open the Contact record for an individual Customer or Supplier, and on a Contact Name to open the Contact record for a Contact Person. Each Contact Person 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 Person 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 Person'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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