Defining the Move-In Anniversary Event

The move-in anniversary event can be applied to any contact with a move-in date entered in the contact profile. The event options for each contact default to the global move-in anniversary 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 move-in anniversary event.

To define the global move-in anniversary event:

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

2.   Click the Move-in Anniversary link. The move-in anniversary event settings appear.

3.   Indicate whether you want to include move-in anniversaries in your calendar and the number of days prior to the anniversary that you would like a reminder.

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

5.   Click Save.

Note: You can set a preference in the global move-in anniversary event so that the event is automatically activated for contacts with a move-in date.

Note: If you want to activate the move-in anniversary event for existing contacts with a move-in date for whom the event has not already been activated, also select the check box that appears below.