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Compare dates in search criteria
By default on the quote form the Expected closed date gets set to the same date that the record is created. This is messing with projections if a user doesn't update that field. I plan on creating a workflow to remedy this. In the meantime, I would like to run a search that compares the Date Created to the Expected Close field and report back any records that are the same. I tried with the Case When formula, but Date Closed reports back a date and time stamp, Expected Close just returns a date. So
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