Creating a Hold Assignment

In a hold record, you can create a hold assignment that’s associated with a contact or account (not both) and then set a duration for the hold assignment in the following fields:

• Academic Period: When you set a value, its start and end dates are automatically updated in the following fields.
• Start Date and End Date: It’s not mandatory to set an academic period. Hence, setting start and end dates enables you to govern the duration of the hold assignment.

Hold assignments govern the duration of the applied restriction on the associated hold. When hold assignments are associated with a contact, the system will automatically determine a recalculation date when the applicability of the associated hold assignments will be evaluated. The date will be determined based on the first condition that's met in the following table:

Scenario	Description
The hold assignment record has a start date prior to the current date, with no value set in the End Date.	The recalculation date is not set, which means the hold will apply for an indefinite duration.
The Start Date and End Date fields have valid values.	The hold will apply for the set duration. The recalculation date will be the specified end date on which the system will evaluate if the hold can be cleared.
If the start date is in the future	Hold restrictions will not apply. The recalculation date will be set to the start date, when the system will evaluate the application of the hold.

Among multiple hold assignments associated with a contact, if modifications are made to any hold assignment, the recalculation date will be determined based on the criteria defined above.