The WealthPoint Search History tab on the Wealth And Ratings Data page houses a list of all searches. The top section of the tab - the WealthPoint unresolved searchers grid - displays any incomplete or failed searches.
The WealthPoint resolved searches grid displays all searches, single and groups, that have completed or failed. From this grid, you can filter and reorder items listed and open selected constituents.
To access the Wealth And Ratings Data page, from the Prospects page, under Configuration click Wealth And Ratings Data in the explorer bar. The Wealth And Ratings Data page appears.