Hi all,
I’ve created a Generic Inquiry (GI) to capture the customer’s first invoice date, and I’m using that as the customer start date.
What I’m trying to achieve is something like an annual reminder/email based on that date.
For example:
- If the first invoice date is 1st August 2024,
- then every year on 1st August (like 2025, 2026, etc.), the system should pick that up and trigger an email.
So basically, I don’t care about the year — I just want to match the day and month with today’s system date.
If today is 1st August, the GI should return only those customers whose first invoice date is also 1st August (any year). Then I can use that to send emails like “you’ve been with us for X years”, etc.
The GI I created is already working fine to get the first invoice date, but I’m stuck on how to build the logic to:
- extract the day and month, and
- compare it with the current system date
I wasn’t able to get that condition working properly in the GI.
Has anyone done something similar or have any idea how to approach this?
I have attached my GI.
Thank you
