Product Documentation
Product Documentation
To filter by follow-up date on the "Opportunities" search screen, you can either enter a specific date or a date range. To do this, navigate to the "CRM" section in the Operations Portal.
Click "Opportunities". In order to access and update "Opportunities" you will need to be set up either as an "administrator" or a "superuser", or have the roles of: "accountQuoting" and "dashboardSearch".
Click on the "Show/Hide Columns" icon.
Click "Followup Date" checkbox to add the column to your view.
Click the column filter dropdown.
Click the operator dropdown to choose a specific filter criterion that matches your search needs.
To filter the follow-up date using single date operators, you can choose "Equal to", "Not equal to," "Greater than," "Greater than or equal to," "Less than," and "Less than or equal to". In this example, we will use "Equal to." Select it from the options.
Click on the date picker icon to open a calendar. This will help you select a specific date or a date range based on your needs.
Click the calendar dropdown.
Select the year you would like to preview.
Select a month.
Once your month and year are set, you can click on a day.
View the filtered results.
Select the "Between" condition to filter for follow-up dates that fall between two dates.
Click the first date in the calendar as how you set up a single date filter. This will be the start date of the date range.
Click the end date. The calendar will highlight the entire range between the two clicks.
View the filtered results.
Alternatively, you can also type the date into the field and hit enter.
