You can now filter and save client views using flexible, date-based logic that works across the years! Perfect for recurring moments like birthdays, anniversaries, service dates, or season outreach.

• Filter using year-agnostic date fields (e.g., birthdays without locking to specific year).
• Save custom views as “This Month’s Birthdays” or “Services Next Month” for quick access.
• Views update dynamically as times move forward; no manual edits required. 

Manually recreating date filters for recurring events is tedious and error prone. Dynamic, year-agnostic views let businesses instantly surface the right clients at the right time making follow-ups, celebrations, and campaigns effortless and always up to date.