Hi,
I wasn't able to get RMS to generate customer reports by the "Month" criterion, using one of the custom definable DATE fields. Some businesses keep track of their customers DOBs and it would be very useful for them to run a report and get a list of all customers born, say in the month of July.
I searched thru the KB at PartnerSource, and all I found was article 869845 issued for QuickSell 2000, which basically uses a numeric field to to assign a value for each month of the year. For businesses with a large customer list, that could be quite a task.
I was wondering if there was a way to use the date field for this type of report or if anybody had come up with a better work around.
Thanks,