Achievements
Achievements – Basics
Last Updated: 11 December 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: Power up your search! When searching for a qualification it...
Deactivating Achievments
Last Updated: 11 December 2025How to deactivate an achievement Useful if achievements have been added by mistake! 1- Firstly, you need to find the achievement you wish to remove from a contact: 2 – Double click on the achievement you wish to remove. 3 – The ‘New Achievement History’ screen will load with the achievement you have selected. 4...
Achievements – Bulk Upload
Last Updated: 11 December 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 columns and save as a CSV file: Note – you do not need to fill in the expiry date column 2. Next,...