RB User Guide > Inquiry > Anniversary Inquiry

Celebrating client anniversaries

RB9 only

Print envelopes and labels for cards and gifts to send to clients celebrating upcoming birthdays and other anniversaries. Enter dates in their profiles first (see Remembering important client dates).

  1. Use search criteria

    1. Inquiry > Anniversary Inquiry
    2. In the Search By pane, no specific filter is required, but you must use at least one of the search filters:
      • Anniversary Type

        Default is ALL. To restrict the search to a specific kind of event, click lookup button. (see Lookup Panel). Anniversary types are set in Lists > Others.

      • Anniversary Date From/Anniversary Date To

        Default is next month. To view anniversaries within a different date range, change the date range (see Date Navigator).

      • Client Of

        To restrict anniversaries shown to only those of clients who are tied to a particular reporter or other resource, click lookup button (see Looking up resources).

      • Sales Rep

        To restrict anniversaries shown to only those of clients who are assigned to a particular account executive/sales representative, click lookup button (see Looking up resources).

      • Firm

        To restrict anniversaries shown to only those of contacts in a single firm, click lookup button (see Looking up firms).

      • Send To
        • Firm Address – To have company addresses printed on the labels.
        • Home Address – To have contacts’ home addresses printed on the labels.

  2. View results

    Click search button. RB9 lists all of the contacts that meet the specified search condition(s). Click a hyperlinked contact to view or edit details (see Updating contacts).

    NOTE: Save the results

    To export and save the results, click export button and select an export file type. See Exporting & printing results.

  3. Print envelopes and labels

    1. Check the box in the header to select all of the contacts listed, or check only the box(es) next to the hyperlinked Contact of specific client(s) that you want to send mail to.
    2. Click Print Envelopes and Labels. See Printing envelopes and labels.
Reference
Step-by-step instructions