Achievements
Achievements – Basics
Last Updated: 14 November 2025How to add new Achievements 1. From the ‘Achievements’ tab click ‘+New Achievement History’ as highlighted below: 2. You will then be shown the ‘New Achievement History’ screen where you can add the achievement. 3. Fill in the Qualification and Date Achieved as highlighted below: 4. Finally Save & Close this screen. How to deactivate...
Achievements – Bulk Upload
Last Updated: 10 November 2025Bulk Upload Achievements It is possible to upload a number of different achievements to more than one contact in one upload! 1. Firstly, you need to prepare the data using the following template and save as a CSV file: Note – you do not need to fill in the expiry date column 2. Next, select...
