Question

Extend pre-saved date ranges in opportunities list

Hi,

Is it possible to add a filter on "past year", "current year", "next year" in the dates on the opportunity list ?

 

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Hello Damien,
 

You can filter records by time period, for example, to display the activities for the current or previous week. There are three quick filter presets:

 

 

You can also set a custom period by specifying its start and end dates using the built-in calendar.

Best regards,
Bogdan

Bogdan,

 

Hi Bogdan,

Thanks for the reply. In my screenshot I am exactly showing the quick filters you are showing me.

To rephrase my question: is it possible to configure the quick filters to also include "previous year", "current year", "next year" ?

It is a functionality often present at competitor products (SFDC, Pipedrive etc..) and a couple clients are asking for it.

 

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