CiviCRM Community Forums (archive)

Just tried it on my 4.3 sandbox with the sample "Marriage Date" custom field and seems to work nicely. That said, Search Builder has been improved substantially in 4.3 - so not sure how well it will work in 4.2. You could try both using the public demo and the 4.3 sandbox (http://sandbox.civicrm.org).

sorry, forgot to add that the idea is not to physically add 'today's date' in the search builder ie 21/03/2013 but to add a statement such as NOW() which would mean the contacts in the smart group will constantly be updated with those having a custom field date prior to the current date dropping out.

We have tried

individual - custom field - > - Today's Date
individual - custom field - > - NOW()

etc

This will provide us with a smart group that only lists contacts with the custom date field that is in the future.

Hope this makes sense

Robbie

Hi Lobo

Many thanks for the update.

The post was on behalf of a friend who uses a Civi/Joomla build to record details of individuals enquiring about booking a venue for parties weddings etc. I don't think he has a budget for sponsored development but I will certainly ask.

His idea was for individuals looking to book his venue to complete a profile indicating what they wanted to book the venue for and giving dates. He then wanted to display a profile listing of individual contacts that had made the booking enquiry - but only those that's dates were in the future. This would be then viewable to his staff after logging in so they may contact the potential customer.

My suggestion was to create a smart group but he was unable to do so for, as per the forum post, we have been unable to search based on only showing custom date in the future.

Can you suggest any alternative methodology? I had also suggested possibly looking at case or events but he feels that's a lot of work for a simple booking enquiry.

Any suggestions would be most appreciated.

Cheers

Robbie
YNWA

if you are on drupal and not needing to use the civicrm 'actions' afterwards (you mention just calling up people i think) you can look at what Views provides, which does allow relative date search on date custom fields