If you use relative date fields, you can track annual dates by selecting a relative date field and typing annually at the end of the field.
This will allow you to run dynamic date filters against records that will disregard the year. Annual dates cannot exceed one year. For example, you may want to create a list view that displays all contacts with a birthday next month. To do this:
- Create a contacts list view with filter criteria of Date of Birth equal to Next Month Annually. Annually is case insensitive.
- Insightly will fetch all contacts with a date of birth in the next month; Insightly will ignore the year of birth in the filter, so contacts with the same birth month will be returned regardless of the year they were born.