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Anniversaries Tab

The Anniversaries tab allows you to track annually-occurring dates that are important for contacts, such as birthdays, wedding anniversaries, anniversaries of a homeowner's house dedication, grant due dates, and so forth.

The Anniversaries tab is common to several screens in Keystone.

To add an anniversary on the Anniversaries tab
  1. Go to a new record line and enter in the Date field the month and day on which the anniversary occurs.
    This must be entered in MM/DD format, as in 02/09 or 11/07.

    2. You can also double-click on the Date field to open a Calendar window where you can select a date. When you select the date, only the month and day will be recorded.

  1. Enter a brief description of what the anniversary is, as in a birthday or wedding anniversary, in the Description field.

The Anniversaries tab also appears on the Reminders and MTD News screen when there are contacts with anniversaries that will occur within 30 days of the current date. If there are no anniversaries in Keystone within that time frame, this tab does not appear on the Reminders and MTD News screen.

You can modify anniversaries by clicking in the field you wish to change and editing the information as needed.