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#4722 - Close Date by Month - Target Field

Open Feature created by fosullivan Verified Purchase a year ago

Is it possible to add a new 'Target field' under the Opportunities 'Target module' called 'Close Date by Month'? That field should contain the month (it must account for the year, so that December 2023 comes before January 2024) when deals are due to close so we can display which deals will close in ascending chronological order.

  1. Vedisoft member avatar

    Vedisoft Provider

    a year ago

    Hello, sorry for the long answer. What you can do now is to set the saved search in the advanced Opportunities search form. So you need to setup saved filters to each months with years. Saved filters will appear in the select 'Saved Search' on the kanban settings form.

  2. fosullivan member avatar

    fosullivan Verified Purchase

    a year ago

    Your suggested workaround doesn't work because we need to be able to change the 'Target field' dropdown to show 'Close Date by Month.' If you have any other ideas, please let me know. Otherwise, feel free to close the ticket.

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