Currently: When setting a Smart Field to use Relative Date: Quarters, the smart field calculates from the same day of the month that the Smart Field Process is being run. In other words, if I have a Donation with a Revenue Date of September 1, and I run a Smart Field using a Relative Date of 1 Quarter on December 15, the revenue is not counted. If I add another donation for that same constituent and set the Revenue Date to September 16, the revenue record is included in the smart field calculation.

Requested Change: Please change the logic to include records from the start of the quarter (the first day of the first qualifying month), rather than needing to be on or after the same day of the month that the Smart Field Process runs.