I upgraded from 6.0 to 2008. I discovered an important feature that is missing for me - date field searches. I used to be able to pull up all records that had a month of June in a date field. That is key for me. I need to find all records in the data base that have insurance policies that renew in any particular month. Regardless of the year!!! 6.0 did that very well. I also miss the date fields not having the feauture of being able to click an arrow to go back or forward one full year. I have to click it 12 times now to go one year. I tried sending a suggestion from the suggestion link on the forum page, but the link doesn't work. I'm going to try a work around. I'm going to change the date fields that I need this feature from a date field to a character field. Hope I don't lose data!
Thanks, man! Worked great. I now set up a group that is dynamic - all policies that typically renew in the next 60 days are added to the group. Too bad Sage support nor pre-sales knew enough about the program to suggest your solution.
