Client's with Wealth Point may refresh constituent's Wealth Point data by clicking on either the Screen List button to refresh the entire list or by selecting individual constituents and clicking the Screen button at the top of the data list. Clicking the Screen button may prompt the error "The current user does not have rights to use this form" for non-admin users.
Download and install the latest Service Pack which contains all fixes from previous patches. If you are running an older version, download and install the latest version and then the patch.
Steps to Duplicate
1. Apply an "All Rights" role to a non-admin user. 2. Run CRM as that user and navigate to Prospects > View All Lists 3. Select any list with multiple records 4. Check off at least two constituent records then click "Screen" at the top of the datalist. 5. Note the error : "The current user does not have rights to use this form" 6. Click the "Screen List" button at the top right of the screen under "WealthPoint" and note that you do not get the error when refreshing the entire list.