Special Event Codes and Reports
There is no official list of special event codes. You make them up and type
them on the customer profile screen.
It's important for you to be consistent and unambiguous. e.g.
Try not to use ANI for Anniversary and also ANN for Anniversary.
Don't use HBD for Her Birthday and also use HBD for His Birthday.
When you do a special event report (choose Reports, Customer Special Event
Reports) you can choose a date range
such as 02/01 to 02/28 to pick February special events.
If you DON'T also pick a special event code, but instead just choose start
report you will see ALL February special event customers - which may well
be handy. If you run the report - it will show you which event falls in
February for each customer.
If you want to see ONLY WBD events in February (perhaps that means Wife's
Birthday) then select that event code in addition to the date.
Only select the Year option if you the year is important - e.g. a Silver