Filter a Date or Birthday Field by the Month or range inside a Month
We really need a native automatic reminder and trigger based on the current date that is native to PipeDrive. If you could put a contacts actual Birthday in one field and then be able to Filter results using the date field to find everyone that has a birthdate in that Month that would be good.
I really expected this to be basic and was shocked when it wasn't included.
Some type of calculation that is derived from the date field would be good too.
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...and we need a function to merge topics in the forum, because I wrote a very similar proposal not even 3 weeks ago. (I can't even delete or archive the theme I created myself.)
Time triggered automation
https://community.pipedrive.com/discussion/11294/time-triggered-automation#latest
(+ Forum function to merch or archive suggestions. https://community.pipedrive.com/discussion/11397/forum-function-to-merch-or-archive-suggestions#latest )
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How does someone even get this information in front of a large part of the users so they can agree? I think the time triggered automation would be universally wanted.
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