Date Filter

The date filter is a powerful tool to display records specific to your interest.

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Transcript

Next Month Filter 📅

Main functionality

  1. It gives the user the ability to filter according to Date Type field with dates in the next calendar month.

How to use:

  1. Go to the view you wish to filter
  2. Click filter
  3. Select the date field you’d like to filter according to
  4. Select “Is” as the operator
  5. From the date menu select next month
  6. The result from next calendar month will be displayed

Implementations

CRM
  1. Let’s say you have a date type field named “Renewal Date”
  2. Use the filter to select “Renewal Date” -> is -> Next Month
  3. This  will display the clients that have their subscription renewal coming within the next calendar month.
  4. This will allow you to put an action plan to contact those clients and take the necessary action.
Property rental management
  1. Let’s say you have a date type field named “Contract Expiration Date”
  2. Use the filter to select “Contract Expiration Date” -> is -> Next Month
  3. This  will display the contracts due for next month, allowing you  to contact them in time to give them a renewal notice
Automotive
  1. Let’s say you have a date type field named “Next Examination Date”
  2. Use the filter to select “Next Examination Date” -> is -> Next Month
  3. This will display the examinations due for next month, allowing you to book an examination appointment and contact the current renters to retrieve the cars in time.

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