Adding an award to a contact

17 steps
54 seconds

Salesforce

Click "Search..."

Type "David Conway"

Click "Contact • Beta Xi"

Click "Awards (3)"

Click "New"

Click "Award" field

Click "Grand Consul's Citation"

Click the "\*Award Name" field.

Type "Grand Consul's Citation" (the award name as it appears in the award drop down)

Click the "Effective Date" field.

Type "05/30/2024" (the date awarded)

Click the "Received Date" field.

Type "05/30/2024" (the date awarded)

Navigate to [https://sigma-chi.lightning.force.com/lightning/o/Award__c/new?count=4&nooverride=1&useRecordTypeCheck=1&navigationLocation=RELATED_LIST&uid=171771476210177137&backgroundContext=%2Flightning%2Fr%2FContact%2F003VH000008wN7DYAU%2Frelated%2FAwards__r%2Fview](https://sigma-chi.lightning.force.com/lightning/o/Award__c/new?count=4&nooverride=1&useRecordTypeCheck=1&navigationLocation=RELATED_LIST&uid=171771476210177137&backgroundContext=%2Flightning%2Fr%2FContact%2F003VH000008wN7DYAU%2Frelated%2FAwards__r%2Fview)

Click "Entity" field

Click "Contact" if for an individual and "account" if for a chapter

Click "Save"

Adding an award to a contact

17 steps
54 seconds

Salesforce

Click "Search..."

Type "David Conway"

Click "Contact • Beta Xi"

Click "Awards (3)"

Click "New"

Click "Award" field

Click "Grand Consul's Citation"

Click the "\*Award Name" field.

Type "Grand Consul's Citation" (the award name as it appears in the award drop down)

Click the "Effective Date" field.

Type "05/30/2024" (the date awarded)

Click the "Received Date" field.

Type "05/30/2024" (the date awarded)

Click "Entity" field

Click "Contact" if for an individual and "account" if for a chapter

Click "Save"