Instant Client Birthday Report

In TrialWorks Tips by trialworksLeave a Comment

We understand that it’s tedious to remember and send birthday greetings to clients. Create a birthday program at your firm by running the Client Birthday Report each month. Extending birthday greetings to clients is great way to show them you truly care.

Generate Client Birthday Report

  1. Go to Reports and select client
  2. Click Client Birthday List. Instantly, a list will generate with all your clients birthdays.

Client Birthday List

TrialWorks Tip

Use this list to call your client on their special day or send them a birthday email. This personal touch will make your clients day!

Client birthday report

If you’re interested in learning about Instant Client Birthday Report in TrialWorks, contact Training at 800-377-5844 option 2.

Leave a Comment