Awards & Recognitions let you track the awards and honors your organization gives its constituents. The Awards & Recognitions screen manages your organization’s master list of awards; each constituent’s own awards are managed on their constituent record. This article explains how Awards & Recognitions are Viewed/Opened, Edited/Updated, and Deleted.
To get to the Awards & Recognitions screen, select Constituents (CRM) > Awards and Recognitions from the main menu on the left side of the screen.
The Awards & Recognitions List
This screen displays the complete listing of the awards and recognitions you have entered. You can search the list by ID or recognition title, or use the filter options to narrow the list. Use the "Add New" button to add a new award or recognition.
View/Open
To view or open an award and recognition, find the record you wish to open by searching or filtering the list, then click the corresponding open button beside the record. This opens the Award/Recognition Details screen.
Edit/Update
On the Award/Recognition Details screen you can edit/update these fields:
Category - The category the award belongs to. Use the plus button beside the drop-down to add a new category.
Award/Recognition Title - The name of the award or recognition. This field is required.
Description - A description of the award or recognition.
To update any of these fields, simply click into the field and start typing your new field values. When you’ve finished updating the record, click the "Save All Changes & Continue" button to save and continue working, or the "Save All Changes & Exit" button to save and go back to the Awards & Recognitions list. The "Cancel" button returns you to the list without saving.
Giving an Award to a Constituent
To record that a constituent has received an award, open the constituent’s record and select Recognitions. The Recognitions & Awards screen lets you add awards to the constituent or remove them.
Delete
You can delete an award/recognition from the Awards & Recognitions list using the delete button beside the record. A pop-up window will ask if you are sure you want to delete the record. Be very careful, deletion is a final action and can not be undone. An award that has already been given to one or more constituents cannot be deleted; you will see a message letting you know it is in use.