Question

Using Copper to manage Birthdays


I’d like to pull up all the birthdays per month, to send personal cards. 


5 replies

Userlevel 6
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Hi @KimMinert, thanks for posting! Are you already storing birthdays in Copper, or are you looking to get started with that?

I recommend creating a custom text field to store birthdays. To do this, open up a contact and click the “+ Add new field” button. Create a new Text Field for Birthdays - make sure you check the box for include in filters!

 

Then, you can fill in the birthdays for your contact. And then you can filter based on those Birthdays:

 

Let me know if that helps!

I would love this too. I put a lot of our birthdays in copper assuming I would be able to filter by month. Now I am back to using our old spreadsheet :(

 

Userlevel 6
Badge +5

@Nicole I sounds like you were trying to save those birthdays in a Date Field? If that’s the case then yes, Date Fields aren’t a good fit there because they include the year when you filter them. Have you tried the suggestion in my comment above, using a Text Field instead of a Date Field?

Userlevel 6
Badge +5

@KimMinert, just wanted to check if you’ve had a chance to review the solution I suggested? Let me know if you have any questions. 🙂

Yes, I have and I understand. It is just a lot of tedious work to go in and put a custom text field for every birthday and transaction date.

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