When building a list from Custom Fields, add "Next Week, Next Month, Next Year" as Custom Field Date options

Due to current limitations, we will be adding Background Checks, Drivers License Approvals, and Safety Test completions to the Custom field box and setting the date to the date of expiration, so that we can pull lists of all the constituents with the aforementioned approved checks. Also, will be using those lists to create an actionable workflow to renew checks as well. Would like to set up the list to pull the next months expiring checks.

  • Jennifer Dever
  • Jul 29 2020
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