The Birthdays/Anniversaries widget on your dashboard will show you any clients, caregivers or other staff who have birthdays coming up in the next 30 days, as well as any caregivers with anniversaries of their hire date in the next 30 days.

It will show the person's name and role (client, caregiver or staff), the date and type of the event, and the territory the person belongs to, if you are using territories in your portal.

At any time, you can use the refresh button next to the title to update the widget.

Selecting View All will open the Client Birthday report in a new tab.


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