1. On your homepage, find the “Birthdays” box under Opportunities
2. Click the blue number next to “Clients” to view which clients have a birthday in the next 30 days.
3. Click the blue number next to “Prospects” to view which prospects have a birthday in the next 30 days.
4. See page 3 of the manual for a description of prospects versus clients:

https://myarisagent.com/uploads/documents/ARIS_System_Manual_v4.pdf#page=6 

See the ARIS Training Manual for more information: p. 5

https://myarisagent.com/uploads/documents/ARIS_System_Manual_v4.pdf#page=8