I'm trying to run a maintenance campaign which checks for records changed as of "today". Is it possible to use a date parameter; e.g. today() or now() instead of entering an actual date when doing this. I want it to automatically use the current date.
Any assistance would be appreciated.
You want In Time Frame: Today.
It won't accept TODAY as a valid value. The error message says "Enter a date using mm/dd/yyyy format". So what am I missing here?
You'd actually want to change the box on the left, then select the timeframe of Today.
Ahhh! Super. thank you.
How could I filter for all dates AFTER TODAY?
Hi Brian,
You could use the 'in future' option, or the "in time frame" option and set the frame from today to as far in the future as you wanted. There's also the "on or after" option you could use with today's date.
John
John,
I now see how to use the "in future" option. Thanks! Now the plot thickens. I have a static date field for each lead that is either blank or has a date. I'd like to select all records for which that date is NOT in the future. In other words, it is either empty or in the past. Can I do this?
Brian
Yes, use the "Before" operator and "Is Empty" operator.
Hi Brian,
You'd want to use two filters to get all of those leads. One of the filters would use the Is Empty operator, and one of them would use either Before as Emily suggested, or In Past. Your logic for the smart list will be Any, so that any lead that qualifies for either filter will show up on the list.
John