CURRENT_MONTHYEAR

Requirement

• System view: My Open Leads
• Highlight rows: Est. Close Date equals current month and year

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
• Current Year is 2021
• Should use a build-in function: CURRENT_MONTTHYEAR
• Should select MonthYear data type