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add "This Month" criteria in query

I built an email which will be send each 1st of month to all the contact with birthdate this month.
It should be automated email, so the query should have the option to calculate it automatically, BUT we don't have the criteria "anniversary is this month"...

Please add this simple criteria to the query option and you'll make the programs and automated email easy to work monthly.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Dec 26 2018
  • Under Consideration
How will this idea be used?

I built an email which will be send each 1st of month to all the contact with birthdate this month.
It should be automated email, so the query should have the option to calculate it automatically, BUT we don't have the criteria "anniversary is this month"...

Please add this simple criteria to the query option and you'll make the programs and automated email easy to work monthly.

What is your industry? Retail
What is the idea priority? Urgent
DeveloperWorks ID
RTC ID
Link to original RFE
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  • Admin
    Diane Bowman commented
    June 22, 2019 17:20

    Thank you for the idea! We have seen other users using the criteria of month - in a date field to send messages for birthday campaigns and renewal offers. Does this meet your needs?

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    June 23, 2019 05:11

    Hi,

    If I use "Month is equal" in the program I'll need  interference in the program setting every month to change the number of the monyh.

    My idea is to use "This Month" and than it'll change automaticly every month and the program can run without interference.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 01, 2019 07:57

    This is available in classic queries where you can choose anniversary is qual to [current month] which is a function. Please make this available in new queries as its been some time since they were available. You can also add the math functions such as Sum which have never been made available in new queries!