Birthday filtering

Note: we’re in the process of making some changes to improve the CRM. Your CRM may look a bit different now, but the functionality is the same.

‍Here's how to filter for contacts' birthdays:

• Go to the main Contact list by clicking on "Contacts" in the navigation bar.
• Select "Add a filter" in the "Sort and filter" section on the left.
• In the dialog that appears, choose "Birthday" from the dropdown.
• Select the appropriate filters to get the list of contacts you need, and apply the filter.
• Need to find all contact who are turning 65 soon? Learn how to find contacts turning a specific age here.