Create search for Custom Customer Date Field
We use the customer custom fields to track a lot of information. Several items have expiration dates. For example, Virus protection expiration date or Office 365 expiration date. I would like to be able to search all Virus protection expirations happening in the next 30 days or 60 days or maybe some other date parameter. That way, I can email those folks about scheduling their renewal. You can search all other customer custom field except date??
6
votes
Kevin
shared this idea