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Anniversary view for THIS MONTH
Birthdate is a default Date field that comes with SFDC and allows for view criteria like 'TODAY,THIS MONTH' which is very handy to 'View All Birthdays this Month'. We've added a custom Date field called Anniversary which we would like to do view the same data based on the same criteria: 'TODAY,THIS MONTH' to 'View All Anniversaries this Month' but it seems we're only able to view Anniversaries THIS MONTH and in the current year (years != current will not show up).
Is there a way to get around this to get the same functionality for views for the 'View All Birthdays this Month'?
Is there a way to get around this to get the same functionality for views for the 'View All Birthdays this Month'?
Hi Reside, LLC,
I don't know of a way. Try posting on the CRM Success boards.