Filter to show contacts turning 65

Here's how to find contacts turning 65 in the next three months:

• Click on “CRM” in the navigation bar to pull up the full list.
• Select "Add a filter" under “Filter” in the upper right.
• In the dialog that appears, choose "Birthday." Then, select “Quarter” and choose “Next 3 months.”
• Apply the filter to view all of the contacts with a birthday in the next three months.
• Then, select "Add another filter" under “Filter” in the upper right.
• In the dialog that appears, choose "Age" "is" and then enter “64.”
• Optional: sort by birthday so those with the soonest birthdays appear at the top.
  
  • Select “Sort” in the upper right.
  • In the dialog, choose “Birthday (relative to today)” from “Earliest to latest.”
• These filters will give you a list of everyone turning 65 in the next three months.
• Having some trouble adding the filters? Use this link to access the filtered list and see everyone turning 65 in the next three months.
• Then, save the view for easier access next time! Simply select “Save view” in the upper right, and give the view a name. Going forward, use your saved view to easily find everyone turning 65 in the next three months.