e-Z News is designed to help you maximize your use of the
Client Data System (CDS) program. Watch your e-mail for each
bi-weekly edition featuring tips, tricks and how-to's.
Tip of the Week: Creating Automatic Calendar Activities for
Important Events (e.g. Birthdays, Policy Renewals).
Creating a calendar activity
for important events such as birthdays and policy renewals is "E-Z" with
CDS's built-in calendaring system.
this example we will create an automatic calendar activity for all client's
birthdays. In addition, we want a 10 day lead time before each event
in order to send a birthday letter.
From any calendar view click Tools, Important Dates
The Option section determines
which event will be posted to the calendar. For this example we will choose Client's
DOB. Note, the Options are mutually exclusive and therefore cannot be run
Enter the date range to be used for selecting activities. In our example, we want to post all birthdays occurring between
October 1st and December 31st.
*Note: Because you are continually adding
clients to your database, it is
recommended that you run Important Dates Posting quarterly in order
to avoid missing activities.
We want to
send a birthday letter to all of these clients so let's give ourselves a 10 day lead time before
the client's birthday. Type 10 in the
Lead Time field. Click OK.
Click Skip Weekends so activities falling on the
weekend will be posted to the calendar the
is the Activity Detail screen. From here you can make
additional modifications to the activity such as changing the priority
level, assigning this activity to another user, etc.
will now see CDS processing the names of the clients whose birthdays fall in the
date range specified above.
the activities will be listed on your DayView calendar only. In
addition, the type field for all these activities will be listed as
"Birthday." From here you can tag all the birthday activities
and then print the birthday letter. Notice that the client's
birthdays are 10 days from now.
prefer to call your clients on their birthday, you can leave the Lead Time
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