03-18-2012 05:32 PM
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
03-19-2012 10:38 AM
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.