function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
dminkdmink 

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'?
dminkdmink
Anyone???
DevAngelDevAngel

Hi Reside, LLC,

I don't know of a way.  Try posting on the CRM Success boards.

dminkdmink
Thanks, Dave. I'll post there to see what is possible.