Enable or Disable Birthday Reminders in bulk

You can learn more about tracking contact Birthdays in Redtail and Birthday Reminders here.  In this post I just want to cover how you would go about enabling or disabling Birthday Reminders for multiple contacts in bulk.

From your Advanced Search page, after running a search that will include your desired contacts, place checks to the left of the names of those contacts for whom you want to adjust their Birthday Reminder settings: 


Then, click the Contact Options menu to the right of your search results and select Bulk Actions: 


In the resulting modal, you'll see the option to Change Birthday Reminders. 

After clicking, you'll see a dialog with an option to Enable or Disable Birthday Reminders.  After confirming, this change will be reflected within your database.

As you can probably see, it's a quick and easy method to change the Birthday Reminder settings for multiple clients at one time.  

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request


Powered by Zendesk