How can I edit merits that have been sent?

Table of contents

Merit template edits

  • If a merit template has not been used or issued yet, all fields in the merit are editable.
  • After a merit has been sent some of the fields will no longer be editable.  
    • custom fields
    • required fields
    • permanently hidden status

If you need to edit a field that is un-editable, please contact help@merits.com or submit a support request.

 

Editable merit fields after a template has been issued

  • Merit title
  • Short Merit Description
  • Expiration dates
  • Category
  • Option to limit merits – Users can only have one merit from merit template
  • Notification options
  • Additional data fields may be added.

How to transfer a merit to a different email address

 

  1. Login to Merit and go to your Organization portal (top right corner of your header)
  2. In the left side menu, select Relationships
  3. Type the name of the member in the search bar (the member’s merits should display below)
  4. Click the Edit bar on the right side of the merit you want to transfer
  5. On the right side, you’ll see a button Update email – click on it
  6. Type in the new email address in the popup window
  7. Click Update email (the merit will transfer after this step)

Repeat these steps, as necessary for any additional merits you wish to transfer.