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Filters in the CRM Desktop Filter - Edit Criterion Dialog Box

Table 30 describes the filters that the user can specify in the CRM Desktop Filter - Edit Criterion dialog box. The user chooses values in the Condition field and the Value field to specify a filter. It is recommended that the user use the = (equal) operator or the <> (not equal) operator only for the Exact Date filter. For more information, see Controlling the Date Range in the Filter Records Tab.

Table 30. Filters in the CRM Desktop Filter - Edit Criterion Dialog Box
Filter
Description

Days From Today

Sets a date range that includes a specific number of days before or after today. The user can enter one of the following values:

  • Positive value. Indicates the number of days to include in the filter starting with tomorrow and continuing into the future.
  • Negative value. Indicates the number of days to include in the filter starting with yesterday and continuing into the past.

For example, the user can specify one of the following filters:

  • Start < 2 Days From Today. If today is January 22, 2012, then CRM Desktop synchronizes activities that start before January 24, 2012.
  • Start > 2 Days From Today. If today is January 22, 2012, then CRM Desktop synchronizes activities that start after than January 24, 2012.
  • Start <= 2 Days From Today. If today is January 22, 2012, then CRM Desktop synchronizes activities that start on or before January 24, 2012.
  • Start >= 2 Days From Today. If today is January 22, 2012, then CRM Desktop synchronizes activities that start on or after January 24, 2012.
  • Start < -2 Days From Today. If today is January 22, 2012, then CRM Desktop synchronizes activities that start before January 20, 2012.
  • Start > -2 Days From Today. If today is January 22, 2012, then CRM Desktop synchronizes activities that start after January 20, 2012.
  • Start <= -2 Days From Today. If today is January 22, 2012, then CRM Desktop synchronizes activities that start on or before January 20, 2012.
  • Start >= -2 Days From Today. If today is January 22, 2012, then CRM Desktop synchronizes activities that start on or after January 20, 2012.

Exact Date

The user can choose an exact date from the calendar in the CRM Desktop Filter - Edit Criterion dialog box. CRM Desktop only synchronizes records for the date that the user chooses. For example, the following condition synchronizes activities that are due only for January 1, 2012:

  • Field is Due
  • Condition is =
  • Value is January 1, 2012

Month Ago

Sets a date range that is related to 30 days prior to today. For example, the user can specify one of the following filters:

  • Start < Month Ago. If today is January 31, 2012, then CRM Desktop synchronizes activities that start before January 1, 2012.
  • Start > Month Ago. If today is January 31, 2012, then CRM Desktop synchronizes activities that start after January 1, 2012.
  • Start <= Month Ago. If today is January 1, 2012, then CRM Desktop synchronizes activities that start on or before January 1, 2012.
  • Start >= Month Ago. If today is January 1, 2012, then CRM Desktop synchronizes activities that start on or after January 1, 2011.

Month Ahead

Sets a date range that is related to 30 days after today. For example, the user can specify one of the following filters:

  • Start < Month Ahead. If today is January 1, 2012, then CRM Desktop synchronizes activities that start before January 31, 2012.
  • Start > Month Ahead. If today is January 1, 2012, then CRM Desktop synchronizes activities that start after January 31, 2012.
  • Start <= Month Ahead. If today is January 1, 2012, then CRM Desktop synchronizes activities that start on or before January 31, 2012.
  • Start >= Month Ahead. If today is January 1, 2012, then CRM Desktop synchronizes activities that start on or after January 31, 2012.

Today

Sets a date range that is related to today. For example, the user can specify one of the following filters:

  • Start < Today. If today is January 15, 2012, then CRM Desktop synchronizes activities that start on or before January 14, 2012.
  • Start > Today. If today is January 15, 2012, then CRM Desktop synchronizes activities that start on or after January 16, 2012.
  • Start <= Today. If today is January 15, 2012, then CRM Desktop synchronizes activities that start on or before January 15, 2012.
  • Start >= Today. If today is January 15, 2012, then CRM Desktop synchronizes activities that start on or after January 15, 2012.

Tomorrow

Sets a date range that is related to tomorrow. For example, the user can specify one of the following filters:

  • Start < Tomorrow. If today is January 15, 2012, then CRM Desktop synchronizes activities that start on or before January 15, 2012.
  • Start > Tomorrow. If today is January 15, 2012, then CRM Desktop synchronizes activities that start on or after January 17, 2012.
  • Start <= Tomorrow. If if today is January 15, 2012, then CRM Desktop synchronizes activities that start on or before January 16, 2012.
  • Start >= Tomorrow. If if today is January 15, 2012, then CRM Desktop synchronizes activities that start on or after January 16, 2012.

Yesterday

Sets a date range that is related to yesterday. For example, the user can specify one of the following filters:

  • Start < Yesterday. If today is January 15, 2012, then CRM Desktop synchronizes activities that start on or before January 13, 2012.
  • Start > Yesterday. If today is January 15, 2012, then CRM Desktop synchronizes activities that start on or after January 15, 2012.
  • Start <= Yesterday. If if today is January 15, 2012, then CRM Desktop synchronizes activities that start on or before January 14, 2012.
  • Start >= Yesterday. If if today is January 15, 2012, then CRM Desktop synchronizes activities that start on or after January 14, 2012.
      
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