After you add a constituent to the database, you can use the Constituent Search screen to access the Wealth and Ratings page for the constituent.
When you search for a constituent, you can make the search broad or specific, depending on the criteria you select. To get the results you need, we recommend you be selective in your search criteria and use detailed information such as name and address. For more recommendations about your search criteria, see Constituent Search Recommendations.
Note: To quickly search the entire application, you can also enter the constituent's name or lookup ID in the quick find field at the top of the page.