Is there a way to set a reminder so that all my records whose birthday fall on today will alert me? Each record has a date field called Birthdays. I would like to get these reminders so that I can congratulate them on the day. Thanks!
Thanks Brendan for your speedy help. As I have 3,000 records is there a way to batch-add to Reminders? Alternatively, can I create a saved search that would extricate the day and month from the birthday field, so that I can see a list of April birthdays sorted chronologically? Or do I have to manually populate a new field called month and a field called year to accomplish this search? Thank you!
You can create a Saved Search that just searches on the months. You just need to be able to extract the month name from the birthdate field.
Add a Calculation field with the following formula:
DATE(Birth Date; "MMM")
Insert the field into the formula properly. Don’t just type the name. On macOS you would double-click on the field name on the formula edit screen. On iOS, surround the field name with square brackets (e.g. DATE([Birth Date]; "MMM") ).
Now you can create Saved Searches that just looks for the month name and it wouldn’t matter what the year and day was.
This reply was modified 1 year, 7 months ago by Brendan.