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.
 

  1. Select the prospect results from WealthPoint Online, then click "Printable Profile" on the left navigation of the WealthPoint website.
     
  2. Save the file locally on your workstation.
     
  3. In Raiser's Edge, open the corresponding constituent record. Select the Media tab.
     
  4. Click New Media.
     
  5. Select Create From File, then choose the report that was saved in step two, and click OK.
     
  6. 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.