Welcome to the Help area. You can get help with IXACT Contact in a number of ways:
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Welcome to the Help area. You can get help with IXACT Contact in a number of ways:
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To create a contact-specific Keep In Touch event:
1. From the contact’s Keep In Touch tab, click Create a New Contact-Specific KIT Event.
2. Enter a name and description for the event.
3. Select the event date.
4. Select the All Day Event check box, if appropriate, otherwise enter the start and end time of the event.
5. Indicate if this event should be included in your calendar and task list. If you include the event in your task list, indicate whether you want a reminder and when.
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Use the Assign To drop-down lists for the calendar appointment and the task to select the team member(s) to which the appointment and task are to be assigned. |
6. If this will be a recurring event, select the Recurring check box and enter the recurrence pattern for the event. If you want the recurrence to end on a specific date, select the event end date in the field to the right of the event date.
7. If there are individual tasks that must be completed as part of this event, click Add Event Task. Enter the name of the task, the number of days prior to the event date it is due, and if a reminder is required. Click Save. Add as many event tasks as required.
Note: Event tasks can only be entered for non-recurring events, or events that recur on a yearly basis.
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Use the Assign To drop-down list to select the team member to which each task is to be assigned. |
