Hey Samuel, these are actually pretty much exactly the types of things I had in mind for the "special dates" idea we spoke about in another thread. That was mainly focusing on "Wedding Anniversary" which should be tracked as well, although that particular one is a bit more complex since it needs to be shared by both spouses. So yeah, this would be great. You're probably right that these will need to be user defined, as they'll vary from organization to organization...so it would probably be a simple title and date that would be associated with that person.

Oh yeah, as for the notifications...I'm assuming it wouldn't be good to list on the calendar, like how birthdays are. I would think that a new type of rule in the Smart Rules might be appropriate that would be more intuitive than using tags...I'll have to think about that a bit.

Toby, that sounds great. I've wondered if a separate Special Date file (similar to address) might do the trick which could a used as a filter when setting up a report.

Don't forget the report. Again, this type of information doesn't help much if it can't be accessed in meaningful ways. 

Would these dates appear in the INFO tab when viewing someone's record or would there be a new tab (there is INFO, NOTES and ADD A NOTE right now)?

Michael, not sure...what do you guys think? I guess since there can be multiple it might make sense to have its own tab?

Torn. Personally, I think it makes sense to add it to the INFO tab is it does not make it too long of a page. Some of the programs I have worked with have had a bunch of tabs that made them very confusing to use. In the interest of keeping it simple, I would lean towards having it show up on the info tab, at least for now, knowing that it could always be moved to a different tab later if needed.

Other thoughts out there? [and I am really loving the other input that has been coming in!]

I'll take a look at how things work out both ways...i'm just not sure how i'd list all the special dates without it being in a table so you can see both the name and date...a comma delimited list like most other things in the info tab doesn't seem right...but like i said, i'll try some things out.

and I too am loving all this new feedback, this is great!

Hey... so IF it was it's own tab, I would put it between the info and notes tabs and call it "Events". And then I would find a way to record small groups, committees, positions held, etc in the same tab for a full ministry and activity history. So when I add them to a group, it goes into their "file". Then I can click on that entry to see any notes or link to the attendance trends for that group, etc. If they are chronological, then I have a quick timeline of their spiritual activity. It might tie in two or three of the concepts discussed in other threads in a nice, neat, SIMPLE package.

I think I would prefer it in a separate tab. Tracking a person's involvement could become a lengthy list. We will probably only use major events.

Toby, one thing you could do is keep a permanent record of groups, that is, when you delete a group, it merely hides it, instead of removing it.  Then you could rebuild a report showing a person's complete activity.  I put this is a program I wrote, thought it was really cool, but then I never used it. We did use the Milestone item a lot.  It allowed us to easily build a prospect list for baptism,  spiritual growth class, etc.