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Is it possible to create a birthdate list

TonyO
Level 2
 
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Just-Lisa-Now-
Level 15
Level 15

You didn't include which version of ProSeries you're using, but in Professional, in a regular HomeBase view you can customize the headings to include a DOB, then print your list.

Top menu bar   Homebase > Column Headings

Remove the ones you don't want and add the ones you do wants and create a custom HB view.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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3 Comments 3
Just-Lisa-Now-
Level 15
Level 15

You didn't include which version of ProSeries you're using, but in Professional, in a regular HomeBase view you can customize the headings to include a DOB, then print your list.

Top menu bar   Homebase > Column Headings

Remove the ones you don't want and add the ones you do wants and create a custom HB view.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Marc-TaxMan
Level 8
and then you can export HomeBase View to excel.
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Gil Padua
Level 1

What about online Proseries?  Goal is to extract client birtdate ans their dependents

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