Organization Portal

How to access records of merits sent in your organization portal

Every merit sent is saved and recorded, learn how to access your organization records here

The Relationships folder located in your organization portal gives you visibility to all merits sent. 

Relationship folder

 

  • Use the search bar to search by first name, last name or email address
  • Sort by merit send date - most recent 
  • Filter by template, status or find all merits that are inactive 

Have more questions? Feel free to reach out to help@merits.com