3

I have followed the instructions to install the "Upcoming Birthdays" customer search from here.

However, when I run this custom search, CiviCRM gives me blank screen. Our organization is using CiviCRM 4.6.2 on Wordpress 4.1.5. Is this customer search working on 4.6?

Is there another way I could create a search for up and coming birthdays for our members?

Improve this question

2 Answers 2

Reset to default
2

The easiest way to do this is via the Upcoming Birthdays Report extension.

Improve this answer
3
  • Ok. But I don't see this extension listed within CiviCRM - How do I install it manually?
    – Sudesh
    Commented Jun 23, 2017 at 14:19
  • You unzip it into your extensions directory. You'll need FTP or SSH access to your server. You can find your extensions directory by checking Administer menu » System Settings » Directories. If you need more assistance with this, please open another question, since it's a separate issue.
    – Jon G - Megaphone Tech
    Commented Jun 23, 2017 at 23:08
  • Ok. I managed to install the extension successfully. Found some further help on the extension directory at civicrm.stackexchange.com/questions/16610/…
    – Sudesh
    Commented Jun 24, 2017 at 4:13
1

You can now use Relative Dates (see "Date Range Filter" section) against the Date of Birth field in Advanced Search. This custom search is no longer necessary now that relative dates are available. Note that in the next version of CiviCRM (4.7), relative date filters will be configurable.

Also, as of CiviCRM 4.6, Date of Birth can now be used as a criterium for sending Scheduled Reminders. enter image description here

Improve this answer
7
  • Ok. How do I configure or use relative dates to give me the up and coming birthdays? For example, we want to send a birthday card via postal mail to all members who have birthdays in June 2015. For this we need to find those contacts, and then generate mailing labels.
    – Sudesh
    Commented May 13, 2015 at 17:57
  • @Sudesh - Use Advanced Search, set "Birth Dates" to "Next Month". I've edited my answer to include a screenshot.
    – Jon G - Megaphone Tech
    Commented May 13, 2015 at 20:56
  • 1
    I have already tried the "Birth Dates" set to "Next Month", but the search does not find anything. As a test, I created a test contact and set the contacts birth date to 18 June 1996. I performed the advanced search and again, no results were returned. My test contact does not show up. I then modified the test contact's birth date to 18 June 2015. Running the search again, now shows this contact in the search results. So it seems that Civi is searching for actual birth dates, as apposed to birth "days". For birthdays, we are just interested in the day and month, not the actual year.
    – Sudesh
    Commented May 14, 2015 at 4:49
  • @ Jon. I've tried to work around this, by creating a custom field for admin staff to select the contacts birth month. Then in advanced search, I can select the birth month as a criterion and it works well. However, it means that admin staff need to now enter the birth date under demographics and make a second entry of the birth month under our custom fields tab. So, it like a double entry. So, I would still like to know if relative dates can still be used somehow to perform this task.
    – Sudesh
    Commented May 15, 2015 at 6:29
  • @Sudesh - You're right, you can't handle this via Relative Date Filters. You CAN handle this using scheduled reminders. I'm working on an overhaul to relative date filters - I don't know if we'll have time to implement this use case, but I'll definitely keep it in mind.
    – Jon G - Megaphone Tech
    Commented May 22, 2015 at 22:31

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

Not the answer you're looking for? Browse other questions tagged or ask your own question.