I'm wanting to send birthday cards to all clients so I'm needing DOB and addresses for all clients and dependents.
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.
Thanks, I'll give it a try!
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.
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