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Work with Events and Milestones
You can create event types and milestone types, activate or deactivate them, and make them unique. You can hide sensitive event types and milestone types, create contextual actions for events and milestones, and expire events or milestones that are no longer valid. You can change the default icons that represent the event types and milestones. Plus, you can choose the details your users see when they hover over an event or milestone.
- Create Event or Milestone Types
If the provided event types or milestone types don’t address your business needs, you can create additional types. You can use the sort options to sort a client's events and business milestones to better match investment strategies to client goals by using their full history. - Add or Remove Event or Milestone Types
You can deactivate event types or milestone types that aren’t relevant. - Capture Once-in-a-Lifetime Events with Unique Event Types
Some events occur only once in a lifetime, such as a birth. To prevent users from accidentally creating more than one event of such an event type, mark the event type unique. - Choose the Event or Milestone Details to Show on Hover
When you hover over an event or business milestone, an expanded lookup card displays the key fields from the event or milestone record. You can customize the associated compact layout and choose the fields that you want to show in the expanded lookup card. - Hide Sensitive Event Types and Milestone Types
Hide life event types or milestone types that can cause customer resentment if the customer hasn’t yet achieved or isn’t likely to ever achieve an event or milestone of that type. When you hide an event or milestone type, it doesn’t appear on the component until you add an event or milestone of that type. - Create and Configure Contextual Actions for Events and Milestones
Agents can quickly create a record and associate it with an event or milestone without leaving the page they’re on. For example, when viewing a car purchase event, the agent can quickly create an opportunity for selling an auto insurance policy. The Opportunity record is automatically associated with the life event. Create relevant actions for events and milestones. Add the actions to the appropriate page layouts so that they appear in the expanded lookup card when an agent hovers over an event or milestone. - Expire Obsolete Events or Milestones
Expire the events or milestones that are no longer valid. For example, expire a car purchase event after the client has sold the car. - Use Custom Icons for Event and Milestone Types
You can change the default icon associated with an event type or milestone type. Upload an SVG file to replace the icon.
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