Birthdays

View Upcoming / Edit

View Upcoming

On your administrative homepage in the “Status Update” section, you will see a button indicating the number of people with birthdays coming up in the next 7 days. This information is based on the BIRTHDAY system field within the person’s profile. You can click on any of the Module buttons at the top of the section to view the status information for that module.

By clicking on the [Birthdays] button, you will see the list of people along with their birth date (day and month). You can also print the information in this window by clicking the print icon in the top right corner.

Edit

 

  1. Type a the volunteer’s name in the Quick Search bar near the top of the screen on the right side.
  2. Click on the volunteer’s name form the list that appears
  3. While in the “Main” tab, click on the “Contact” section
  4. Edit the “Birthdate” value
  5. Click the [Save] button

Note

Although a volunteer only needs to enter a month and day value, as an administrator, you must always enter a full date (month, day, year) into any date field.

 

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