Defining the Move In Anniversary Event

The move in anniversary event can be applied to any contact with a move in date entered for the home address 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 set up 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 main menu.
  2. Click the Move in Anniversary link in the list titled Configure Keep In Touch Events. 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.

    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 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.

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

  5. Indicate whether you want to automatically send a Move In Anniversary e-Card on each contact’s move in anniversary date. After checking the box, use the fields below to search for, preview and select the email template you want to use.

    Use the From drop-down list to select the team member branding to use for the email. The branding includes the email header, signature and the From email address.

  6. 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 for the home address.
    If you want to activate the move in anniversary event for existing contacts with a move in date for the home address, also select the check box that appears below.

    This option is only available to the Team Leader.