1.) Ensure you are not on a Household record as this record type cannot be submitted for WealthPoint updates together. Household records can combine the WealthPoint information from the individual records but the records must be submitted individually.
-Submitting Household records to WealthPoint is a suggestion we are reviewing here.
2.) Register WealthPoint by going to Prospects>Wealth & Ratings Data. Click 'Register with WealthPoint'
Connect and collaborate with fellow Blackbaud users.