Extending Age in Days to all date and date-time fields!
When it comes to filtering records based on a date field or a date time field, you would usually count back the number of days and enter a specific date in the criteria. This could be quite tiring.
But here’s some good news.
“Age in Days” is an option that allows you to filter records based on the number of days rather than a specific date. This was available only for a record’s Created Time. It has now been extended to all date and date time fields. For example, you can now instruct Zoho CRM to show you the list of potentials that were closed “within the last 10 days” instead of calculating and mentioning that specific date.
In this case, you will choose Age in Days <= 10 while specifying criteria to create a custom view.
Assume you are creating the custom view today, 25th September 2014. In that case, Zoho CRM will display all potentials that were closed from
Sept 16th to
Sept to 25th. The results are dynamic, which means that if you check this view the next day, you will see the potentials closed from
September 17th to 26th and so on.
This feature is available across Zoho CRM wherever criteria are based on a date field/date-time field including workflow rules, custom view criteria, list view search and reports. We are sure this would simplify a lot of things for you. Not having to count back days and enter specific days is quite a relief, however small. Do check it out and let us know what you think.
Regards,
Vaagdevi Ravishankar
Writer
Get Started. Write Away!
But here’s some good news.
“Age in Days” is an option that allows you to filter records based on the number of days rather than a specific date. This was available only for a record’s Created Time. It has now been extended to all date and date time fields. For example, you can now instruct Zoho CRM to show you the list of potentials that were closed “within the last 10 days” instead of calculating and mentioning that specific date.
In this case, you will choose Age in Days <= 10 while specifying criteria to create a custom view.
Assume you are creating the custom view today, 25th September 2014. In that case, Zoho CRM will display all potentials that were closed from
Sept 16th to
Sept to 25th. The results are dynamic, which means that if you check this view the next day, you will see the potentials closed from
September 17th to 26th and so on.
This feature is available across Zoho CRM wherever criteria are based on a date field/date-time field including workflow rules, custom view criteria, list view search and reports. We are sure this would simplify a lot of things for you. Not having to count back days and enter specific days is quite a relief, however small. Do check it out and let us know what you think.
Regards,
Vaagdevi Ravishankar
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Vaagdevi Ravishankar
Christine Holland
Shanmuga Raja
David Mayman
SbSb
Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—someGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー