thread Re: How do I filter my customer list to get monthly birthdays? in Archived Discussions (Read Only)

How do I filter my customer list to get monthly birthdays?

BeautyBar85 — Wed, 11 Dec 2019 15:56:04 GMT

Trying to figure out filters

Re: How do I filter my customer list to get monthly birthdays?

isabelle — Wed, 11 Dec 2019 22:25:20 GMT

Great question.

When you go to the Customer Directory in the Online Dashboard, you will see the ability to click on fields (Name, Email, Phone, or Customer). This will sort your Customer Directory list by that specific field. For birthday, click on the Birthday column/field to see all of your customers that have their birthday included in their customer profile.

I included an image which might be helpful:

I hope that helps. Let me know if you have any additional questions.

Re: How do I filter my customer list to get monthly birthdays?

bradyh — Thu, 23 Jul 2020 14:42:52 GMT

I see where you added "birthday" as a filter. My question is how do you filter by specific month. Not all clients birthdays.

Re: How do I filter my customer list to get monthly birthdays?

Kassi_ — Thu, 23 Jul 2020 19:50:06 GMT

Hey there, @bradyh -

There isn't a way to sort them on your Dashboard, but you can export the Directory to an Excel spreadsheet to filter it from there.

Please let me know if you have any other questions. Thank you!

Re: How do I filter my customer list to get monthly birthdays?

bradyh — Thu, 23 Jul 2020 23:35:19 GMT

Thank you! I will give that a try!