Custom View and Filter RRS feed

  • Question

  • We are using CRM 2011 on premises.  I am creating a customer View.   My question is on creating a Filter.

    I have a field that is a text field, it contains the the year, such as 2010 or 2011 or 2012 or 2013 etc.  I would like to set my filter to default to the current year where the user would not need to enter the year.  That way I would not need to change the View every year.  Is there a way to do that?  The Year field is a text type field it is NOT a date field.

    Year      Equals      2014

    Thank you



    Thursday, September 11, 2014 8:02 PM

All replies

  • hi Russ,

    if the field is text field, there is no way yo could set it to this year on advanced find.

    only date fields have that option.



    Thursday, September 11, 2014 9:16 PM