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Querying for Month in a date field

New Member
Posts: 2
Country: United States

Querying for Month in a date field

I have several thousand records with a date field that I would like to query for by "month". I want to creat GROUPS based on each records MONTH. I have tried commands in the Advanced Query such as "month=march", but the query field won't even accept this formula. This should be a really simple thing. I have Act version 10+. Does anyone know how to simply query this one field by "month"? Thanks! KevinJ
Nickel Elite Contributor
Posts: 934
Country: USA

Re: Querying for Month in a date field

This solution may work for you - at least it gets thiings sorted by month for a specific Year -

example:

Lookup

Advanced

  Advanced Query

 

Field name= Nextcontactdate  Operator=On or After    Value= 03/01/2009

  Then click; Add To List

then your next set of criteria would be

Filed name= Nextcontactdate  Operator=On or Before   Value= 03/31/2009

  Then click;  Add To List

 

Then run your query by clicking on Preview or OK

 

that will get you all the contacts you are supposed to call for the month of March   year=2009

 

Cheers - FSB

 

 

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
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Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Querying for Month in a date field

Most likely the best solution is to make the field data type Annual Event.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Nickel Elite Contributor
Posts: 508
Country: USA

Re: Querying for Month in a date field

Kevin -

 

If you have several thousand records and are using ACT! on a regular basis, I'd recommend upgrading to 11.x, as it has a month query option - Month Equals [number]

 

I have version 11, and do not presently have an extra machine running 10, so sorry I can't help there.

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Querying for Month in a date field

The Month Number operator that Richard mentioned is also available in the 10.0.3 build of ACT! 2008 as well.  If you have not already updated to the 10.0.3 build, then go to ACT.com Downloads to obtain the update.  The downloads site will require a login, so you may need to create a quick profile in order to access it.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Nickel Elite Contributor
Posts: 934
Country: USA

Re: Querying for Month in a date field

Greig,

 

Good call and good to know - Thanks - FSB

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html