WealthPoint Online results are not automatically saved in the constituent's record in The Raiser's Edge, but they can be added as a media object.
- Select the prospect results from WealthPoint Online, then click "Printable Profile" on the left navigation of the WealthPoint website.
- Save the file locally on your workstation.
- In Raiser's Edge, open the corresponding constituent record. Select the Media tab.
- Click New Media.
- Select Create From File, then choose the report that was saved in step two, and click OK.
- A preview of the report will appear, with the New Media pop-up window. Fill in the required fields to add the new media, then click Save and Close. A copy of the WealthPoint profile is now on the Media tab of the constituent's record.