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.