RB User Guide > Entities > Contacts > Updating contacts

Remembering important client dates

Enter the contact’s birthday, wedding anniversary, and other important dates to have RB automatically remind you of an upcoming event within a set number of days. Use Anniversary Inquiry (RB9 only) to print labels for cards to send to clients celebrating upcoming anniversaries.

Continued from Updating contacts.

1. In an Edit Contact window, scroll or jump to the Anniversaries pane.
2. Any anniversaries that have already been entered appear in the pane.
   • To update or remove an existing anniversary, click its hyperlinked Type.
   • To enter additional anniversaries, click next to Anniversaries.
3. In the Edit Anniversary/New Anniversary panel, enter or update:

   • Anniversary Type

     Anniversary category. Anniversary Types are set in Lists > Others.

   • *Month/*Day/Year

     Event month and day are required.

   • Description

     Any information for the staff who will be alerted to the anniversary, such as contact’s gift preferences, and what you have sent to them in the past.

   • Alert in advance (days)

     Default is 1. Revise if needed.

   • *Alert Time

     Required. Time of day on the Alert date for RB to automatically send notice to the staff selected to receive the alert.

   • Alert To

     If no one is listed, or you wish to alert someone else, click . In the Alert To panel, check the box(es) of staff who should receive the anniversary alert. When finished selecting staff, click Save in the Alert To panel.

4. In the New Anniversary panel, click Save >

   • Save & New: To save the anniversary and add more events.
   • Save & Close: When you have no more anniversaries to add for the contact.

Reference

• Anniversary Inquiry

Step-by-step instructions

• Adding contacts to RB
• Updating contacts

• Celebrating client anniversaries