Can we add a field which can have Month details only

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1

Hi Folks,

I am having a requirement from business: I need to add a new field in Lead which can capture only Month details, like we generate a lead and we can have option to choose the month only not the whole date.

So that in the quarter/year end sales team can filter the data month wise.

Many thanks!

2

One of our clients had a similar request
This is not a standard field

We added 2 dropdowns

“Year” - 2012,2013, etc
“Month” - Jan, Feb, >> Dec

This allows users to select month and year and you can report on these as conditions
Admin users will just have to maintain the “Year” dropdown

Hope this helps

1 Like
3

Yes, it’s a brilliant idea.

Many thanks Taufique… :slight_smile: