Filter Company date properties by aging "more than" or "less than"
Filter Company date properties by aging "more than" or "less than"
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Submitted by
rickm
on
07-17-2017
10:54
Contact properties can be filtered in lists and workflows to pick those where a date field is more than a certain number of days in the past or future. But this can't be done with custom company properties. Frequently, attributes are company-level and not-contact specific, like the date a company reached a specific milestone.
For example, I want to start a workflow to all contacts at Customers, where the last Customer Site Review date is more than 90 days old.
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