Managing Your Global Events

Click Keep In Touch in the main menu.

The Global Keep In Touch Events screen appears, listing the birthday event, the move in anniversary event, the Keep In Touch call events, and any global events that you have created.

Changing the birthday event

Click the Birthday link. See Defining the Birthday Event.

Changing the move-in anniversary event

Click the Move-in Anniversary link. See Defining the Move-In Anniversary Event.

Changing a *Keep In Touch Call event

* Requires Keep in Touch Calls functionality to be enabled in the User Profile Keep in Touch tab (see Setting Up Your Keep in Touch Options).

Click the event name in the global event list. See Defining Keep in Touch Call Events.

Editing an event

Click the event’s name link. See Creating a Global Keep In Touch Event for information about the event fields. If you make changes to an event, you are prompted to delete and recreate the calendar or task entries that may have already been automatically created for the event. If you answer “Yes”, any changes that were made to the appointment or tasks directly in the calendar or task list will be wiped out.

Sending a letter or email message about the event to the selected contacts

The Create Letter/Labels and Create Email icons are only available for global events (other than the birthday and move in anniversary events) to which at least one contact has been assigned. (In addition, the Create Email link is only available if at least one of the contacts assigned to the event has at least one email address entered and set to receive mass emails.)

Click Create Letter/Labels or Create Email. For more information, see Creating a Letter or Creating a Mass Email Message.

For letters and labels, all contacts assigned to the event are preselected for the mail merge. If you wish, you can click the Modify Selection link to change these selections.

For a mass email, all contacts assigned to the event that have at least one email address entered, and are set to receive mass email, are preselected for the mass email. If you wish, you can click the Modify Selection link to change these selections.

If you no longer need an event

Click Delete (to remove it permanently) or Deactivate (to keep it available for future use but remove any calendar or task entries). Note that even if you choose to delete an event, it is stored in the Recycle Bin so you can later restore it if needed. An event is deactivated when it is deleted, so an event that is restored from the recycle bin must be reactivated.