Allow Date fields in C360 Layout Filters
As an admin, we’re looking to set up a new customer C360 view that is assigned to any customer in our instance with a type of Prospect or a New Customer created in the last 30 days. Our hope is that, for these customers, they have a much simpler layout that focuses on their onboarding & the handoff between Sales & CS before we introduce additional C360 items.
However, it doesn’t appear that Created Date (or any date field) is available as a filter on the layout.
This means that, to accomplish what we wish, we’re going to use some other field type (either Stage functionality for standard or a custom field we load to) with rules handing that load. It ultimately adds to the complexity for something that should really be more seamless.
Please allow us to use date fields as filterable criteria for C360 layouts to streamline this.