Interacting with dates in the rules engine can be a bit confusing; if we add a timeline-based graphical representation of the filter, it would be much easier to properly setup rules.
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This would be great- I constantly struggle with wrapping my head around what accounts will be flagged from the rule I am trying to create. A visual representation of the timespan would definitely be a huge help.
Agreed! The only way I can understand it is physically drawing a picture and keeping it on a sticky note on my desk (see attached... I hope it's correct
Just copied this on a post-it note as well, this really helps out. Thank you Allie!
Sure thing!
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