Searching for Customers by Credit Card Expiration Date
You can search for customers by their credit card expiration date. For example, you can use this search to notify customers who have credit cards on record that are about to expire.
For detailed information about searches, see Simple and Advanced Searches.
To search for customers by credit card expiration date:
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Go to Customers > Relationships > Customers > Search.
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On the Customer Search page, check the Use Advanced Search box.
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In the Filter column of the Criteria subtab, select CC Expire Date field.
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In the popup window, select the range of expiration dates you want to include in your search, and click Set.
For example, you can select within and next month to enter the date range automatically.
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To run the search, click Submit.
The search gives you a list of the customers with credit cards that meet the criteria you set.