Defining the Birthday Event

The birthday event can be applied to any main contact or spouse/partner with a birth date. The birthday options for each contact default to the global birthday event 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 the global birthday event.

To define the global birthday event:

1.   Click Keep In Touch in the top navigation bar.

2.   Click the Birthday link. The birthday event settings appear.

3.   Indicate whether you want to include birthdays in your calendar and the number of days prior to the birthday that you would like a reminder.

Use the Assign To drop-down list to select the default team member calendar in which birthday appointments will be created.

4.   Indicate whether you want to create a task to buy a card and/or gift and the number of days prior to the birthday that this task will be due. You can also receive a reminder for this task and set the date and time of the reminder.

Use the Assign To drop-down list to select the default team member task list in which the birthday tasks will be created.

5.   Click Save.

Note: You can set a preference in the global Birthday event so that the event is automatically activated for contacts with a birth date. This applies to both the main contact birthday and the spouse/partner birthday.

Note: If you want to activate the birthday event for existing contacts with a birth date for whom the event has not already been activated, also select the check box that appears below. This is very useful if you are a new user who has imported an existing contact list that includes a number of birthdays.

This option is only available to the Team Leader.