Ability to enter a future start date when creating a relationship.

Currently it is not possible to enter a start date in the future when creating a relationship. This causes problems when trying to keep track of senior individuals' business relationships, since job changes are usually announced several months before they happen, rather than on the day they commence. At present we are unable to record that a constituent will commece a new business relationship in three months' time etc.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
Blackbaud CRM / Gift Processing
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  • Chris Gilpatrick commented
    July 25, 2018 15:22

    The ability to add relationships in the future is currently possible when creating them from the Individual record. 

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  • Allen Roth commented
    July 17, 2018 18:23

    This was a feature in almost all the CRM versions up until 4.0. See KB article 56191. 

    Our use case is creating relationships for donor advised fund advisers. When these advisers are children, they are often appointed prior and sometimes years prior to their 18th birthday. That relationship has to be added with a future date of their 18th birthday. 

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