Defining Keep in Touch Call Events

Keep In Touch call events allow you to easily set up regular communications with your contacts.  IXACT Contact comes pre-loaded with annual, semi-annual, quarterly, monthly, and bi-weekly Keep In Touch call events.

Note  Using Keep in Touch Calls requires the functionality to be enabled in the User Profile Keep in Touch tab.

When Setting Up Your Keep in Touch Options, you also have the option to use the Keep in Touch Coach, which is a Dashboard widget that automatically tells you which contacts to reach out to next based on each contact’s Status, and the Keep in Touch frequency set for each Status.

While you can use both features at the same time, we highly recommend using only one in order to establish a consistent “Keep in Touch” strategy.

You can set up 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 main menu.
2. Click the name of the event in the list title Configure Keep In Touch Calls. 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.

   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.

   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.