Viewing a Contact's Keep In Touch Events & Activity Plans

The Keep In Touch tab in the contact record lists all global events (whether this
contact is assigned to them or not), the contact's birthday events, move in
anniversary event, *Keep In Touch call events, any contact-specific events, and any
activity plans assigned to the contact.

* Requires Keep in Touch Calls functionality to be enabled in the User Profile Keep in
Touch tab (see Setting Up Your Keep in Touch Options).

Note The contact-specific Keep In Touch tab is used to manage contact-specific
          events and plans, as well as the contact’s assignments to global Keep In Touch
          events. The Keep In Touch button in the main menu is used to create and
          manage global Keep In Touch events (as well as the default settings for the
          birthday events, the move in anniversary event, and Keep In Touch call
          events). The Activity Plans button in the main menu is used to create and
          manage Activity Plans.

• To view details of a Keep In Touch event (global or contact-specific), click its
  name link.
• Select or clear the Include Contact in Event check box to cause the
  contact to be included in (or excluded from) a global Keep In Touch event.
  (This is linked to the contact selection in the Keep In Touch event details:
  changes in one location are reflected in the other.)
• Once a birth date is entered for a main contact or a spouse/partner, the
  corresponding birthday event can then be activated for the contact by either
  opening and saving the birthday event or by clicking Activate. The event
  options default to the global birthday event but can be changed for the
  contact by opening, modifying and saving a contact-specific birthday event.
  
  Note If you wish, you can set a preference in the global Birthday event so it
            is automatically activated for contacts with a birth date. This applies to
            both the main contact birthday and the spouse/partner birthday.
  
  
• Once a move in date is entered for the home address on a contact’s profile,
  the move-in anniversary event can be activated for the contact by either
  opening and saving the event or by clicking Activate. The event options
  default to the global move-in anniversary event but can be changed for the
  contact by opening, modifying and saving a contact-specific event.
  
  Note If you wish, you can set a preference in the global move in anniversary
  event so that the event is automatically activated for contacts with a
  move in date.
  
  
• Any Keep In Touch call event can be activated for the contact by clicking the
  Activate button in the list. Enter the date you want for the first call, and
  click the Activate button. Using the Activate button in the list will use the
  global Keep In Touch call event options. If you want to override the global
  event options for the contact, open the contact-specific event by clicking on
  the event name, make the desired changes to the event, and click Activate.
  
  Note Requires Keep in Touch Calls functionality to be enabled in the User
  Profile Keep in Touch tab (see Setting Up Your Keep in Touch
  Options).
  
  
• To create an event that only applies to this contact, click Create New KIT
  Event above the list titled "Keep in touch events specific to this contact".
  See Creating a Contact-Specific Keep In Touch Event for information about
  creating a contact-specific event.
• To assign an activity plan to a contact, click Assign New Activity Plan. For
  more information, see Assigning an Activity Plan to a Contact. If you want to
  unassign an activity plan, click the Unassign plan and delete incomplete
  tasks button next to the plan in the list. The plan is unassigned and
  incomplete tasks are deleted. Completed tasks created from the plan are not
  deleted and remain in the contact’s activity history.