Home → Records → Membership boosts page → How to add/edit a boost

9.2. How to add/edit a boost

Adding a Boost to a record

1. Open the Primary Record you want to log the boost under.

2. Hover over the plus icon () and click Membership Boost.

3. Complete the fields listed in the pop-up. Select the applicable Boost to pre-fill values.

   • Boost – the type of Boost applied (from a predefined list; can be customised).

   • Date Occurred – the date the Boost took place.

   • Quantitative Value – a numeric value (the monetary value).

   • Qualitative Value – a descriptive grade or label (for example, Growth via Market Access/Reduce Costs, Barriers & Risk/Showcase & Promote Excellence).

   • Display Notes – notes visible where Boosts are shown to users.

   • Internal Notes – notes for internal staff only.

4. Click Submit to log the boost.

Your Boost will now appear in the Membership Boost page for that Primary Record.

 

Editing or updating a boost

1. Open the Membership Boosts page for the Primary Record.

2. Select the boost you want to update.

3. Make your changes and allow the field to flash green.

 

Tips

• Use Internal Notes for sensitive content that should not be displayed to clients.

• Keep Boost names short and consistent so reporting remains clear.

• Review default values periodically to ensure they still match your processes.

Knowledge Tags

Add boost  /  Boosts  /