To Submit a Single Search from a ResearchPoint Record:
- Open the constituent record you wish to submit
- Click Get WealthPoint Updates on the Wealth Summary tab
- You will receive notification on your screen that a WealthPoint search is in progress
- When the search is finished, you will receive a pop up notification indicating the search was completed successfully and the notice will be removed
To view the Wealth details, refer to How to view new Wealth data (BB458528).
- Go to Prospects > Manage Research Groups and click on the name of the group or list to be submitted
- In the Tasks pane click "Get WealthPoint update for group"
- The wealth information will appear on the Wealth Summary tab of the record when finished