Enable Data Refresh

If you click Enable Data Refresh under Tasks on the Wealth And Ratings Data page, every time WealthPoint updates D&B, Guidestar NP or PF, Thomson, or Who’s Who data your existing records are automatically updated. To help you keep track of refreshed records, the constituent name and other relevant information displays on the Wealth And Ratings Data page. For more information, see View Refreshed WealthPoint Data.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Configuration > Wealth and Ratings Data > Enable Data Refresh