Scenario
A customer has either just had a birthday / account creation anniversary within the last 7 days or will have one within the next 7 days. I want to highlight this fact to advisors on their workspace using a workspace rule, allowing them to add a personal touch and possibly mention it on a call, arrange a special offer for the customer etc.
Solution
Currently, writing a rule on a date field will allow me to pick up on current value equals, not equals, is null, is not null, less than, greater than.
I understand this gets complex due to only needing to look at the day and month element of the date field (ignoring the year) but I would ultimately like the flexibility to write a rule such as:
IF <custom date field> current 'day/month' value is -7 days to +7 days from current date
THEN ....
I hope this makes sense, please let me know if not!
Chris