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Birthday Cake Icon

This article will teach you how to create rules to populate a Birthday Cake icon for Clients with a birthday in the current month.

How to access:
 Setup > Household Member Settings > Maximum Age Eligible for Birthday Gifts

You can set the highest age that you would like to display the Birthday Cake. For example, if you would like to see this for all Clients, we would advise you to set the age to a high number like 100+. 

Once you have established the rules, Clients who have birthdays in the current month will have the Birthday Cake icon next to their name on the client record. 



NOTE: This will only display to users with an Org core role.