Customize, Filter, and Search Wealth and Ratings Lists

List Builder in ResearchPoint is a powerful new feature that allows you to customize information included in lists available on a prospect's Wealth and Ratings page. You can now control the columns displayed in the grid, drag and drop columns to new locations within the grid, adjust each column so the width of the column is consistent with the width of the data included in the column, and more.

Making this feature even better, once you get the columns customized to your needs, the application remembers your changes so you see the same view every time you access this list on a prospect record!

For example, if you change the column display in the Political gifts section of John Smith's record, you will see the same column display when you view Jennifer Judd's political gifts.

To learn more, watch the how-to video.