Back	Home > Data Dictionary > U > Use Inception Date (Custom Fields)

Use Inception Date (Custom Fields)

When you select the Maintain history check box, Use inception date allows you to use the account's inception date as the default Effective Date for the custom field. You can also choose to set a static initial effective date. This setting is not available for Household custom fields.

For example, if you create the custom field and select Use inception date, when you go into the account to create or edit the custom field, the Effective Date will show Inception:

Reports and views that refer to that custom field will use the account's inception date.

You can still change the date even if you use the inception date by default.

For more information on custom fields, see Custom Fields for Accounts, Groups, Households, and Securities.