Demystifying Birthday Queries and Reports in ACT! by Sage 2008 and above

Demystifying Birthday Queries and Reports Most offices keep track of their client birthdays and run queries/ reports on a monthly basis. Some of you are wondering how to perform this task in Act4Advisors. It's EASY! Performing the Birthday Query in Act4Advisors: Go to Lookup on the menu in ACT! and choose Annual Events. Click here to read full article: http://kb.actforadvisors.com/questions.php?questionid=152