For individuals, the Other assets page on the constituent tracks additional constituent assets not covered in the standard data source options, such as a collector car or coin collection.
For organizations, groups, and households, the Wealth and Ratings - Other Assets page tracks additional prospect/household assets not covered in the standard data source options.
At the top of the page, you can filter information to display by selecting a specific Source or Confidence rating.
For information about managing your columns and filtering and searching content in the grid, see Display Tips for Members List.
Add other asset information to the constituent’s record
Edit other assets on a constituent’s record
Confirm a constituent’s other asset information
Uncomfirm a Prospect's "Other" Asset Information
Reject constituent other asset information
Undo "Reject" on Prospect's "Other" Assets Information