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.
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
Yes, it’s a brilliant idea.
Many thanks Taufique…