When awarding an application:

  • You can enter an award amount and/or an account/reference number. Both are optional.
    • Note: If you do not include an award amount, you may want to remove the {award amount} mail merge tag in the email notification.
    • Otherwise, it will display as $0 to the awardee.
  • If you choose not to send a notification when you award the application, you can still include an account/reference number at the time of awarding or add it later.
  • You can enter letters, numbers, or a combination. For example, 56-3AB-4sG.
  • Whatever is entered in that field will show in Excel report and the Data Grid for easy sorting later.
  • The Account/Reference Number label can be edited for your site as whole. If you would like to change it, a top-level Administrator should submit a support ticket.

Administrator view of adding an Account/Reference Number

When editing an awarded application:

  • Open the application and click the Award button. 
  • Then click Edit Account/Reference Number.

Admin view of award screen. 1. Award button outlined. 2. Edit Account/Reference Number outlined.

If you want to use a different name for this field:

  • Please submit a support ticket to InfoReady. We will change the label for you. 
  • Please note that the label will be used site-wide and cannot be edited per opportunity.


Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.