Filter for birthday-lists


Hey there,
we have a custom data field in which we fill in the birth date of our contacts.
If we now want to get a list of all contacts with birtdays in August for example, there is no possibility to create a usefull filter. If i filter for this data field i can only search for the exact birth date, not the annual birthday.
We need this to send our contacts some birthday wishes and a little gift. But in Pipedrive it seems like there is no way for reminders of birthdays.
Does anybody know how to solve this problem?
Comments
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Try to use this filter logic:
BIRTHDAY [IS GREATER THAN OR EQUAL TO] TODAY
then sort the list by birthday [in descending order]
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Boris Tsibelman said:
Try to use this filter logic:
BIRTHDAY [IS GREATER THAN OR EQUAL TO] TODAY
then sort the list by birthday [in descending order]
Thank you for your reply, but this don't work how I need it.
If i follow your instruction, i get all birthdates from year to year.
What I need is a list of the month (eg. August) to see who has the birthday in August.
You know what i mean?
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Boris Tsibelman said:
Try to use this filter logic:
BIRTHDAY [IS GREATER THAN OR EQUAL TO] TODAY
then sort the list by birthday [in descending order]
I understand.
Maybe try to create an automation that populates a new field called "Birthday month"based on the month inside of the 'dob' field populate a new field that gives you just the Month
Then make filters from this new field
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Boris Tsibelman said:
Try to use this filter logic:
BIRTHDAY [IS GREATER THAN OR EQUAL TO] TODAY
then sort the list by birthday [in descending order]
I think this would work for you:
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Boris Tsibelman said:
Try to use this filter logic:
BIRTHDAY [IS GREATER THAN OR EQUAL TO] TODAY
then sort the list by birthday [in descending order]
Thank you for your comment.
But no, this doesn't work. We have the field "birthdate", so with your filter, there would only be contacts which are born in July 2021.
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Boris Tsibelman said:
Try to use this filter logic:
BIRTHDAY [IS GREATER THAN OR EQUAL TO] TODAY
then sort the list by birthday [in descending order]
Oh that's true...
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this is unbelivable, a crm with no birthdays filter or list??
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I built a birthday flow using Make/Integromat.
It requires two date fields: Date of Birth and Next Birthday.
It requires 2 filters: 1 to update Next Birthday; 1 to see upcoming birthdays.
Birthday flow in Make/Integromat If you have any other questions about this flow, please don't hesitate to reach out.
Best,
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