Accessed by clicking View Data Refreshed on the Wealth Summary tab of the prospect's Wealth and Ratings screen, the WealthPoint Data Refresh Notifications page displays any data refreshes added to the selected record. For example, if the D&B data is refreshed, the refresh information for this constituent displays here.
Note: Records located during a refresh that contain a zero or null value are not updated. The data existing in the record before the refresh remains. Only records with true data are updated during the refresh process.
The following data sources are included in the Data Refresh process:
| • | D&B |
| • | GuideStar - Nonprofit Affiliations |
| • | GuideStar - Foundation Affiliations |
| • | Thomson |
| • | Who’s Who |
You can filter the notifications included on the tab based on the data Source or a selected Date range. Simply enter the information in the appropriate field included at the top of the WealthPoint Data Refresh notifications grid and click Apply. To return to the default setting of all notifications, click Reset.