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Rollup fields with a date field in condition: not all filters are available like "this fiscal year"


Rollup fields based on a date field in the conditions: to set a filter on a date field not all filter options are available like in an advanced find (e.g. like "this fiscal year")

Status: New
Regular Visitor
Status changed to: New
Regular Visitor
Correct, encountered the same issue. As a CRM configurator you expect the same filtering functionality as in the Advanced Find or View configurations.
New Member

Please! This is needed to make rollup fields useful at all.  Need to do YTD rollup, last year rollup in order to visualize customer relationship.

New Member

This is very fundamental. Even the most basic filter that makes sense with respect to the data type should be the absolute minimum. 

Regular Visitor

Rollup fields are great, but somehow useless if you have to work with dates. Adding those filter options would provide great options for handling dates.

Frequent Visitor

I hope this functionality can be added soon.