Filter using relative date values ("TODAY" etc.)

Hi there, we really need to run filters on dates using relative terms like "today", "yesterday" etc. -- Salesforce has this ability and it's extrememly useful: https://help.salesforce.com/articleView?id=custom_dates.htm

 

Currently, if we want to run a List around our customers who expire at some point in the future, we have to go in and change the "after date" fitler each time to update the current date. (The rolling dates filter doesn't work in this case, because the dates we're looking for are in the future and not the past.)

 

Hopefully this is easy to do, thanks!

HubSpot updates
82 Replies
BerkeleyChiPhi
New Contributor

 Need this.  It's basic fitering for a CRM.

JMoreau
Occasional Contributor

Our team needs this functionality very badly! We are feeling limited without it. Please incorporate this soon. 

clioi
Top Contributor

 yes please - extend the 'rolling date' feature to HubSpot Sales as well!

mpike
Top Contributor

I agree! This would be very useful.

Specifically - I've been trying to build ways for our sales guys to filter their contacts based on date last contacted (I can sort based on that - but with 300+ assigned leads, being able to filter would be more useful). I've managed a rather painful work around - which is to build the list on the marketing side - and then make the filter on the sales side based on whether they are on the list. But it would be so much easier to have it on the sales side.

simonsmith
Regular Contributor

I want to create a list that uses a date field. I want to specify "this week" so it's a rolling date, similar to what we can do with contact filters. This isn't possible; rolling date filters are only possible on lists with the page views property. This seems inconsistent to me, and also prevents the creation of lists that are based on rolling dates. In this case, I want to create a list of users who registered for our app in the current week, which I can then use for various activities, including an external data pull for reporting purposes. 

Stusky
New Contributor

 Yes, our team really need this too!

zbelcher
Regular Contributor

Yes, it is very frustrating and limiting the usefulness of the CRM Platform, especially when you combine this with the inability to set deal properties via workflows (other than a very select few, it seems).  If I have a custom deal property (for example
"follow-up reminder date"), and I want the workflow to set that property to (for example) 10 days before an existing date property (for example "close date") I cannot do this easily.  You can imagine all sorts of powerful sales workflows that could be built if this functionality was available (send an internal email notification to Hubspot owner and assign a follow-up task 10 days before deal "Close Date", for example).   I could do this easily in Zoho CRM.

360finance
New Contributor

This would be a big help for our workflow as well.

aarongarcia1
Regular Contributor

What the heck? Why is this not an option? I need to be able to automate a reminder that lets me know when a close date is drawing near. This is stupid simple... not sure why it's not a thing yet.

zbelcher
Regular Contributor

Any updates Hubspot team??