When tracking birthdays, users would like for an action reminder to automatically appear prior to all birthdays for mailing purposes. Users can show action reminders on the Home page, but this will apply to all actions.
It is not possible to have Actions to do this globally unless an action is added for each record for their unique birthday.
1. Create a dynamic query filtering on Birth Date equals This Month 2. Each month, use this query and export those having birthdays for that period, and send a card with birthday greetings.