How do I get a birthday list for all clients and dependents from ProSeries21?

Forum|Forum|4 years ago
April 27, 2022
5 replies
14 views

I'm wanting to send birthday cards to all clients so I'm needing DOB and addresses for all clients and dependents.

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

Customize HB to only include the data you want, then export the view I dont think dependent DOB will be an option, so you may need to skip that part of your plan.

https://proconnect.intuit.com/community/customer-lists/help/how-do-i-use-the-homebase-view-in-proseries/00/4677

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

N

nasncwAuthor

Level 2

Thanks, I'll give it a try!

dkh

Level 15

Birthday cards !...... you are what my clients wish I was.

I'm lucky if I remember to send them an organizer.

PATAX

Level 12

Some of them are lucky we do not send them termination of service cards. We could put it in a envelope that looks like a birthday card envelope with balloons, a cake, and candles on it, and then when they open it up they will get a nice surprise.

ljr

Level 9

that is saying they even open it. might not want to waste the postage

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