- Ensure your organization has the ability to perform group searches within ResearchPoint (If needed contact your Account Manager).
- Only Silver, Gold, Essentials, and Professional level members have the ability to send Research Groups. Bronze, Crystal, and Starter subscriptions do not have the ability to send groups and the option will be grayed out.
- Populate the research group through an update process.
- If Enable Wealth Updates is listed in the Tasks menu, click on it. (WealthPoint may need to be registered)
- Send the group to WealthPoint for searching.
Connect and collaborate with fellow Blackbaud users.