How do I record and search for birthdays in Solve?
Birthdays can be recorded in a custom date input field. To create the custom field have your admin go to Solve menu > Customize Form Fields > Editing Contact Fields > Add a field > Custom Field > Date Input.
To search for birthdays go to Solve menu > Manage Contacts > Show: All contacts > and search for Birthday > contains > (YYYY-MM-DD). If you are looking for all birthdays in the month of March, for example, you would enter “-03-” in the box.