Page Comparison

From main menu:

• Click user name/office

• Select Configuration and click Setup Mailings/Events

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• The Setup Mailings & Events screen will be displayed

From the Setup Mailings/Event screen:

• Ensure Events option is selected (top left)

  

To add new mailings:

• Click the Add button
  This action clears the right side of the screen, ready to add a new mailing

• To edit an existing mailing:

  • Select the mailing on the left

  • Make changes on the right

  • Click Save

The following settings are available:

Code

Enter a unique code for this event, see examples above

Name

Enter the name of the event

Type

Select the category the event needs to go in

Expand
title To create a new event category
- Click Add - Enter Name for the event category - Select the Office(s) to associate with this category - Click Save The new event category will be available as a Type option You may need to log out/in to update the menu

RecurringTick

if the option is recurring???????????If the event occurs regularly, tick this option
This is for information only

Weekly on, Monthly,
Annually, Other

If this event is recurring (see above), select its frequency

Default letter????????

Allows a particular template to be associated to an event - when selected, the template will be used when the event is selected

If a default letter is not associated, then the option to manually select one is offered

Office

If the event is exclusive to one/more offices, select office name(s) here - if not, leave blank

Categories????????

Assigning a category to an event will ensure that relevant categories are shown to relevant contacts
e.g. an event about property development could be assigned to a ‘property investor’ category, meaning that contacts with that category assigned to them will have the property development events available to them