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Data for Birthday Cards

Former Member
Former Member $organization

I'm wanting us to send birthday cards to volunteers, key donors and prospects, and the like.  While I can look at individual records, I cannot seem to find a way to pull a data set (name, address, birth date, etc.) based on a birth date range.  For instance, a list of records that have birthdays in the month of January.

Anyone doing something similar, whether for birthdays, or some other data point?

Thanks.

William

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  • $organization

    Good afternoon William,

    Where are you storing your birth date information?

    I know, for example, that one of our organizations is using Attributes to store the birthdates that they collect, and those are being stored as Date data types.

    If I create a List, for example, that evaluates that birthdate attribute value between 1/1/1900 and 1/1/2019, I get a list of 195 records that have been tagged with a January birthdate.

    Thank you,

    Brian

  • $organization in reply to Brian Parker (Past Member)

    Edit: And I just realized how foolish I was to suggest a List built using that range of dates.

    You could potentially build Criteria between 1/1 and 1/31 of every year, but that seems a bit rough.

    Another option (if you're on v15) would be to use Analytics and some of those filters to only pull January dates.

  • Former Member
    Former Member $organization in reply to Brian Parker (Past Member)

    Thanks for the response, Brian.  I wish we were on v15, but not yet.  We store birthdays as an Attribute.

    It's just rather shocking to me that there isn't a straightforward way within a high-end CRM to accomplish things like this fairly easily.

  • $organization in reply to Former Member

    And in a further note to make myself stick my foot in my mouth, the birthdate attribute isn't something immediately accessible in Analytics (unless I'm just missing it); I'm hopeful we could potentially customize access to that though.

    That leaves the last suggestion I have in my mind to be running your List of everyone with a birthday attribute (of any date) through an Output Set that displays that attribute, and then manually adding a month column beside the birthdays that you can use to sort against multiple years.

    This would be a great item to request as an enhancement, especially with Tessitura actively working on the constituent records for redesign.

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  • $organization in reply to Former Member

    And in a further note to make myself stick my foot in my mouth, the birthdate attribute isn't something immediately accessible in Analytics (unless I'm just missing it); I'm hopeful we could potentially customize access to that though.

    That leaves the last suggestion I have in my mind to be running your List of everyone with a birthday attribute (of any date) through an Output Set that displays that attribute, and then manually adding a month column beside the birthdays that you can use to sort against multiple years.

    This would be a great item to request as an enhancement, especially with Tessitura actively working on the constituent records for redesign.

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