To manage your occasion, go to → General configuration → Configuration → Congrats
Fields are the occasions you are able to define. Birthday and date of commencement are already predefined, marked as Systemfields. You can
add additional occasions
edit the name and description of occasions
deactivate existing occasions, i.e. for this occasion no events can be defined and they will not be selectable within the Congrats macro
delete occasions. Note: predefined occasions cannot be deleted, only deactivated
Name: Name of the field/occasion
Description: Details about the field
To let occasions take effect in the Congrats macro, you have to specify events accordingly. You define how often the occasion occurs and in which time interval. Let's give you an example: The field birthday just gives general information about the occasion (name and description). In order to define how often a birthday occurs, you have to define an event e.g. named "birthday". With that event, you can define that birthdays occur yearly and do not have any limit on how often they occur. Another example could be a wedding, for which the event would be set to yearly and the number of occurrences to 1.
Trigger field: Field/occasion for which the event is set
Event name: Name of the event
Repeats: yearly/monthly/weekly - in which time interval the event occurs
Max. occurrences: how often does the event occur, e.g. above mentioned wedding would be 1; 0 means that there is no limitation on how often the event occurs.
Description: Details about the event