Market Quest has several monitored fields in the customers and contacts database. When these dates expire, Market Quest will display the names of the people in the Card File View. The following fields are monitored, each in slightly different ways.

Event Fields

·      Anniversaries (customers and contacts)

·      Birthdays (customer and co-customer, contact, spouse and children)

·      Holiday and Seasonal E-Cards (Monthly Service)

Birthday and Anniversary Events

Birthdays and anniversaries can be displayed before the actual date in order to give you time to send cards. You can set the number of days before the event you want to be reminded. Select the Tools / Options and the Events tab.

Birthday and anniversary events will only be displayed for a short period of time. They will not display when the date in the field is less than today's date. You'll need to reset birthdays and anniversaries to the next year; otherwise, they will not show up the following year. When you reset birthdays, the age is advanced 1 year.

To reset birthdays, select Tools / Reset Birthdays.

Holiday and Seasonal E-Card Events

When the E-Card service is enabled, Market Quest will remind you when it’s time to send the appropriate e-card to your users. When the event is selected, the Broadcast E-mail Wizard is displayed to e-mail the e-card.

Resetting Events

The customer and contact events can be reset from a number of places in Market Quest.

·      The Event Monitor screen has a Reset All button. Select the event and click Reset All to reset all events.

·      The Card File View screen has a Reset Event button. Select the person in the list and click Reset Event to reset the date.