Sunday, February 10, 2019

Search for Records Created on a Specific Month Regardless of the Year

1. Create a Saved Customer Search.
2. Navigate to List > Search > Saved Searches > New > Customer.
3. Add the following fields on the Criteria.




Formula (Text)

Is 12

TO_CHAR ({datecreated},'MM')

4. Click Save and Run.

Note: This search will show you all customer records created on the month of December regardless of what year and day it was created. You may also use the same formula for any type of date field, just replace {datecreated} with the correct formula field.

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