Requirement

  • System view: Closed Opportunities
  • Highlight rows: Actual Close Date equals current month

Setting

Result

CRM GRID PLUS 2 format with the requirements in the UCI grid

CRM GRID PLUS 2 format with the requirements in the classic grid

CRM GRID PLUS 2 format with the requirements in the Advanced Find

Notes

  • Current Month is 3
  • Should use a build-in function: CURRENT_MONTH
  • Should select Month data type