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

[nasncw]

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

[Just-Lisa-Now-]

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-proser...

[nasncw]

Thanks, I'll give it a try!

[dkh]

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

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

[PATAX]

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]

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