Creating a Birthday Calendar List for Contacts

You can create a birthday calendar list on your contacts screen that sorts by Month and Day by creating formula fields. To do this, follow the below steps:

  1. From the Global Navigation Bar, click the Contacts button.
  2. On the Contacts screen, right-click on the column headers and select Show Columns.
  3. On the Column Settings screen, select the Select Columns tab.
  4. On the Select Columns tab, in the Available section, select the Birth Day column.
  5. Use the green plus sign or single right arrow to move the column to the Selected section of the screen.
  6. Remaining on the Column Settings screen, click the Add field button in the upper right corner of screen.
  7. On the Add Custom Field, Column, or Action screen, select the Formula radio button.
  8. Click the Continue button.
  9. On the Add Formula Custom Field screen, in the Label field, enter B-Day Month.
  10. In the Formula section of the screen, enter an equal sign (=).
  11. Click the Wildcards button.
  12. On the Insert Field screen, select Birth Date from the Select Field drop-down.
  13. Click OK.
  14. In the Data Type drop-down, select Date Time.
  15. In the Format drop-down, select Month. This field will become the new column that will display the Month of the Birthday as a separate column.

 

  1. Click OK.
  2. Repeat steps 6 through 16 to add an additional formula field with the following values:
  • Label – B-Day Day
  • Formula - =Day() and within the parentheses, select the Birth Date wildcard
  • Data Type – Numeric
  • Format – No Decimals

 

  1. On the Column Settings screen, in the Available section of the screen, locate the two newly added columns (B-Day Month and B-Day Day) as well as the Birth Year column (a standard system column). Move the selected columns to the Selected section of the screen.
  2. Select the Sort, Group and Total tab.
  3. On the Sort, Group and Total tab, configure the sorting and grouping as follows: Column Settings to Sort

 

21 Click OK.

Related articles

Comments

2 comments

Date Votes
  • Lee Tickett (Tickett Enterprises Limited)

    Can you use the formula fields in the edit layout for the search/advanced search?

    0 upvotes

  • Fabienne Mannherz

    Hi Lee,

    I am sorry but currently this is not possible. If you have a strong business case it may be worth sending an enhancement!

    Thanks, Fabienne

    0 upvotes

Please sign in to leave a comment.