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

RecurringIf the event occurs regularly, tick this option
This is for information only

Ignore - setting no longer in use

Weekly on, Monthly,
Annually, OtherIf this event is recurring (see above), select its frequency

Ignore - setting no longer in use

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

Ignore - setting no longer in use

Office

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

CategoriesAssigning 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

Ignore - setting no longer in use