People Details: Badges

Search

The search feature allows you to search for a specified text string anywhere within the Badge label, or to search for Badges of a certain level.

1. Optionally, in the search field, enter the desired text string.

2. From the "Level" drop-down menu, select a Badge level (or "All levels").  

3. Press Enter, or click the search button (magnifying glass icon).

4. The Badges tab is refreshed to show only the Badges that meet your search criteria. Please note that if you enter both a text string and a level, the platform displays only the Badges that meet BOTH criteria.

5. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Badges on a variety of different fields. To sort the list of Badges, select the desired sort option from this menu.

• Created Date (the default option)

• Updated Date

• Member Name

To manually assign a Badge to this consumer:

1. Click grant badge. The "Grant Badge" pop-up window is displayed.

2. From the "Badge" drop-down menu, select the desired Badge.

3. In the Level field, select the desired level.

4. When finished, click save.

Badges can optionally have multiple levels. To manually change the level for a this consumer's Badge:

1. From the "Action" menu next to the desired Badge, select "Edit Level." The "Edit Member Badge" pop-up window is displayed.

2. From the "Level" drop-down menu, select the desired level.

3. Click save.

To manually expire a Badge:

1. From the "Action" menu next to the desired Badge, select "Expire." A confirmation dialog box is displayed.

2. Click confirm.