Knowledge Base
Widget - Upcoming Birthdays
This article will guide you through how to use the Upcoming Birthdays Widget.

Requirements - A Master Admin login or a staff type that has the Upcoming Birthdays Widget on their dashboard and/or the permission to unlock their dashboard. 

Viewing The Upcoming Birthdays Widget






The Upcoming Birthdays widget will display the upcoming birthdays for the next 30 days. Next to the name you will see their date of birth and their profile type (prospect, member, expired member, staff). If you click on the name in blue, you will be taken to their profile> All Detail view. From here, you can review their profile, or use the work it tool to contact them.



Related Articles: 


Manage Your Dashboard
Complete Widget Directory

 
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