If you choose to allow automatic WealthPoint Data Refreshes - by clicking the Enable Data Refresh option displayed on the explorer bar of the Wealth And Ratings Data page - any data refreshes added to the system are displayed on the Wealth And Ratings Data page.
Note: For information about enabling data refreshes, see Enable Data Refresh.
For example, if the D&B data is refreshed, all constituents whose records were updated with the new D&B data display on the page, along with the date of the update, the source updated, wealth detail information, fields updated, and the old and new values.
The following data sources are included in the Data Refresh process:
| • | D&B |
| • | GuideStar - Nonprofit Associations |
| • | GuideStar - Foundation Affiliations |
| • | Thomson |
| • | Who’s Who |
You can filter the notifications included on the page based on the Name, Date submitted, or User name. Simply enter the information in the appropriate field included at the top of the grid and click Apply. To return to the default setting of all notifications, click Reset.