Update Search Status

If while waiting for a search process to complete, you want to confirm you are looking at the most up-to-date status information, from the Wealth And Ratings Data page, under Tasks, click Update search status. For more informative about the Wealth And Ratings Data page, see View List of WealthPoint Searches.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Configuration > Wealth and Ratings Data > Update Search Status