You can track Life Events for your People very simply within a Person’s profile. To do this, simply click the + Add Event button.
From here, the life event form will pop up. This has a few options:
- Life Event Category – This is the Life Event that occurred. You can edit, add, or remove life events by going to Account > Customizations > Life Event Categories
- Date – Date that the Life Event occurred.
- Notes – Any relevant notes you want to jot down about the Life Event.
- Notification Setting – This is a setting that you can toggle if you’d like to be notified about this Life Event on a yearly basis. If yes, the event will appear in your activity feed on a yearly basis.
