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SUMMARY:Problem with Follow-up/Reminder Dates
DESCRIPTION:Hi everyone\, I've spent an entire weekend trying to solve a pr
 oblem that wasn't an issue in other CRMs I've worked with professionally: 
 Each customer interaction/case should have a follow-up date. For this purp
 ose\, I've created a field called "Follow-up Date" (WV-Datum) in my custom
  entity for customer interactions.\nFor security reasons\, I want this fol
 low-up date to only be cleared by either entering a new follow-up date or 
 by setting a status field (which also exists) to "completed".\nFor this\, 
 I basically need a filter that I can integrate into the dashboard with the
  criteria: "Show me all records where the Follow-up Date field has a value
  of today or earlier". The most logical approach seemed to be setting two 
 filters in sequence: Follow-up-Date-Past and Follow-up-Date-Today. Unfortu
 nately\, that doesn't work. I've experimented with dozens of possibilities
 \, but nothing works.\nI hope I got all the expressions right. English is 
 not my mother tongue.\nMy version: 9.1.8\nI hope one of you experienced us
 ers can help me. Thanks in advance!\n\n\n\n\n\n\n\n\n\n\n\n\nSonnet 4.5
URL:https://forum.espocrm.com/node/122502
DTSTART;VALUE=DATE:20251026
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