1. From the Wealth Details page, choose one of the tabs for Assets, Giving, Affiliations, or Biographical Information and choose filter. You may filter on:
  • Confidence Levels
  • Source
  • MatchCode

      2.     Click Apply to apply the filters to the details
  • To sort the details that are viewed click the appropriate column to sort by 
  • To remove the filter and show all details click the Reset icon on the action bar