A search process defines what and how information is extracted from WealthPoint. From the WealthPoint searches tab in Wealth And Ratings Data, you can delete existing search processes, removing them permanently from your system.
You can also delete a process from the WealthPoint search process screen by clicking the Delete process option included in Tasks on the Explorer bar. The process screen appears after you run a process or when you select a process on the WealthPoint Searches tab of the Wealth And Ratings Data page then click Go to WealthPoint search process.