Releases:

• Backend 2.74.1 (April 23, 2025)
• Web 2.69 (May 6, 2025)
• Mobile 2.39 (May 6, 2025)

Overview: SPOTIO now empowers users to filter records based on the values within their custom Date fields! Previously, while users could create and save Date information in custom fields, they could not easily filter and view records based on these Dates. This new functionality unlocks the potential of custom Date fields, allowing for more targeted analysis and streamlined workflows.

Key Enhancements:

• Users can now apply filters to any custom field that is designated as a "Date" type.
• Within the filter options for a custom Date field, users will have access to a variety of Date filtering options, including:
  • A Specific Date
  • Date Range (e.g., between, before, after)
  • Relative Dates (e.g., today, yesterday, last week, next month)

• This new filtering capability is available across all record types where custom Date fields exist.
• The ability to filter by custom Date fields enhances list views, map views, and reporting, providing deeper insights into your data.

✅ Benefit:  Sales reps and managers can now easily sort, view, and identify key records based on specific custom Date information. Imagine quickly filtering accounts by their "Renewal Date" to prioritize outreach or viewing opportunities based on a "Customer Start Date." This eliminates the need to manually review each record, saving time and improving efficiency in managing and acting upon crucial Date-related information.

📸 See the screenshot below for how to access and use the new Custom Field Date filter.