Welcome to the Help area. You can get help with IXACT Contact in a number of ways:
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Welcome to the Help area. You can get help with IXACT Contact in a number of ways:
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Keep In Touch call events allow you to easily set up regular communications with your contacts. IXACT Contact comes pre-loaded with annual, quarterly, monthly, and bi-weekly Keep In Touch call events. The event options for each contact default to the global events but can be changed for individual contacts in the Keep In Touch tab of the contact record (see Viewing a Contact's Keep In Touch Events & Activity Plans).
You can determine whether and when to create calendar entries, reminders, and tasks for each global event.
To define a global Keep In Touch call event:
1. Click Keep In Touch in the top navigation bar.
2. Click the name of the event in the global event list. The event settings appear.
3. Indicate whether you want to include the event in your calendar and the number of days prior to the event that you would like a reminder.
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Use the Assign To drop-down list to select the default team member calendar in which appointments will be created. |
4. Indicate whether you want to create a task for the event and the number of days prior to the event date that this task will be due. You can also receive a reminder for this task and set the date and time of the reminder.
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Use the Assign To drop-down list to select the default team member task list in which the tasks will be created. |
5. Click Save.
