Users that currently have both an Altru subscription and a Research Point subscription may want to integrate the two in order to be able to Wealth Screen constituents from within the Altru database.
First, verify that you have the Major Giving module within Altru, by ensuring that you have a Prospects functional area. If you're unsure, please check with your Account Executive.
If you have the Major Giving module and would like to integrate the two databases, please Chat with Support, reference this article, and provide the analyst with the name of the query in your database that you would like to have re-screened. Please note that the number of constituents in the query cannot exceed 2,500 constituents; multiple queries may be necessary.
Additionally, the number of total constituents to re-screen must be less than or equal to the number of total constituents that have been screened in the stand alone Research Point database.
After rescreening, your ResearchPoint standalone database will be disabled after 30 days.