Automation for relationship & contact type when "end-date" of employment is known in advance.

We have known in advance the end date of employment for several constituents. When we enter their end date, it would be a nice feature if the relationship automatically changed to "formerly employed" once that end date was reached. In addition, if they were listed as a contact type it would be nice if that was removed as well.

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  • Jun 9 2022
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