Creating a Contact-Specific Keep In Touch Event

To create a contact-specific Keep In Touch event:

1. In the contact’s Keep In Touch tab, click Create New 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.
   
   

   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.

Use the Assign To drop-down list to select the team member to which each task is to be assigned.