Filter for birthday-lists

Kilian Heide
Kilian Heide Posts: 20

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?

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #2

    Try to use this filter logic:

    BIRTHDAY [IS GREATER THAN OR EQUAL TO] TODAY

     

    then sort the list by birthday [in descending order]

  • Kilian Heide
    Kilian Heide Posts: 20
    edited June 2021 #3

    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?

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited June 2021 #4

    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

     

  • Harri Honkala
    Harri Honkala Posts: 36
    Second Anniversary Photogenic Elite Solution Provider
    edited June 2021 #5

    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:

    image
  • Kilian Heide
    Kilian Heide Posts: 20
    edited June 2021 #6

    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. 

  • Harri Honkala
    Harri Honkala Posts: 36
    Second Anniversary Photogenic Elite Solution Provider
    edited June 2021 #7

    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...

  • Richard De Pinho
    Richard De Pinho Posts: 1
    edited October 2021 #8

    this is unbelivable, a crm with no birthdays filter or list??

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited May 24 #9

    @Kilian Heide 

    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. 

    image
    Birthday flow in Make/Integromat

     

    If you have any other questions about this flow, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Pipedrive Consulting | WhatsApp | Email | Community