Community
Showing results for 
Search instead for 
Do you mean 
Reply

Dynamic group based on a date field in opportunity.... 2012 premium

Copper Contributor
Posts: 44
Country: USA

Dynamic group based on a date field in opportunity.... 2012 premium

I offer a service that we recommend doing every 2 years

I have made a date completed field in my opportunity section

(some of my contacts have many opportunities)

 

How would I create a dynamic group to say....

Include all completed dates over 2 years

have a completed date less than 2 years exclude (THIS IS MY PROBLEM)

 

Sometimes people perform their service every year

I would not want these people in my group

 

I am getting clients from last year in my results because the have a completed from 2+ years ago....

 

My intent is to me able to create a lookup and mail merge to letters

Bronze Elite Contributor
Posts: 2,547
Country: New_Zealand

Re: Dynamic group based on a date field in opportunity.... 2012 premium

Too complex without a custom development or you could simply have a Next Call date for each opportunity. Alternatively if the Completed Date was an annual field you would have a lookup on the anniversary of all the completed dates which you could place in a group to further refine.   

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog