Who Confirmed This Wealth? Track It Now In ResearchPoint! 5596

Who Confirmed This Wealth? Track It Now In ResearchPoint!

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Ever wonder who confirmed the wealth of a prospect in ResearchPoint?  Maybe they aren't using the notes section called Research Summary under Research Details on the prospect's Wealth & Summary page to denote they've reviewed the record and confirmed some of the returns from a 1-4 confirmation level to a 5 Confirmed?  Maybe you can't remember that YOU made a change!

With the Q2 2019 release of ResearchPoint, you can track a history of changes for wealth related events, including who was working in the record and what they updated.  Navigate through an individual prospect's Wealth & Ratings record to the Biographical Information tab.  You will see the History tab now includes the Field Type Wealth.  By selecting this field, you will see the history of changes.  

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By default, this feature is currently disabled and needs to be enabled from the Wealth and Ratings Data toolbox.  Based on your user rights, access this toolbox from the Prospects Tab, Wealth and Ratings Data.  In the upper left hand side of the screen you will see the selection to Enable WealthPoint Audit.  

Read more about the new feature and other release information in the Q2 2019 release notes 
https://www.blackbaud.com/docs/default-source/how-to-documentation/researchpoint-how-to/q2newfeatures.pdf

Let us know how you like the new upgrade and how you're using it in your office!

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1 Comments
My clients will be glad to see this feature- I'll share it with them now!

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