I’d like to pull up all the birthdays per month, to send personal cards.
Hi
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 :(
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.
While Michelle’s suggestion is a great work-around, it would be so much easier if Copper could create a new date field type without a year - it would just have the month & day, so it could be used for any repeating dates (birthdays, anniversaries, etc.)
agreed! New date field that doesn’t have year!
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