How to select strict or relaxed searching with WealthPoint

How to select strict or relaxed searching with WealthPoint
1. Click Web Services on the Navigation Bar of The Raiser's Edge
2. Click WealthPoint for The Raiser's Edge under Available Services
3. Then click on Configuration in the WealthPoint for The Raiser's Edge row
4. Select your search type (BB248228) and then click OK

Alternative solution for prior versions:
To change the search method from strict to relaxed, a record match must first be found. Once a record match is found:
1. Click Configuration Options
2. Mark (or unmark) the Use strict search method option
3. Click OK

The search options will be applied on the next search.

Environment

 Reported in version 7.71.936, patch 6

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.