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help.berchtold.ai/en/whats-new/2026-10-26-dates-coming-up

Find contacts with a birthday or anniversary coming up

Filter your contacts by a birthday, a home anniversary or your own date field in the next 7 to 90 days, soonest first.

See who to call or send a card to this month.

On Contacts, select Filters. In Date coming up, choose Birthday, Home anniversary or one of your own date fields. Then choose a period in Within, from the next 7 days to the next 90 days.

  • The soonest date is first.
  • The Next date column shows the date and the number of days until it.
  • Birthdays and home anniversaries come every year. A birthday saved without a year counts too.
  • Select all, Bulk actions and Export use the same contacts as the list.

In Claude, ChatGPT or Muse, ask: "Which contacts have a birthday in the next month?"

See Find contacts with a date coming up.

Find contacts with a birthday or anniversary coming up · Berchtold Help