I have a table in which I track each time I contact a client. I also have a formula that uses the date contacted and cycle frequency to determine the next date to connect with the client.
I also have a view that filters the view to only show future “next contact date.” I would like to create a way to show in this view only the clients I need to contact within the current 7 DAY week.
I can’t come up with a formula, and the filter options for the view don’t provide a way to do this.
I was thinking a separate column with a formula that would only populate if the “next contact date” column had a date for the current 7 DAY week. Maybe a checkmark and the view can be filtered if a record has a checkmark.
I’m stumped and would love some thoughts.