Hello!
We use a few different dates that I'd like to filter based on the date in their respective objects.
For example, our leads have a lead created date that handles all of the date functionality with leads. Opportunities have two different date fields that I had to create a formula for in order to grab the correct one... ifnull([Appointment Date],[Opp Date Appt Originally Set])
Transactions (or sales) has Transaction Date.
I'm trying to create a single date filter that filters results based on the three object's respective date fields at the dashboard level.
I've searched this forum and some questions somewhat apply, and some weren't really answered. Does anyone have a solution for this?
Thanks!
Not exactly sure, but does the following Knowledge Base Article - Combining Multiple Date Fields help? Best, Don
