Personal Information

From the Personal information section of the Biographical tab of the prospect's Wealth and Ratings screen, you can change the prospects name information, including title and suffix; enter nicknames and maiden names; and much more.

Change a Prospect Name

Enter Prospect Title and Suffix Information

Enter Prospect Marital Status

Add Image to Prospect Record

Enter Prospect Gender Information

Enter Prospect Birthdate/Age

Enter Prospect Website

Mark Prospect Wishes to Give Anonymously

Mark Prospect Inactive/Active

Mark Prospect Deceased

Delete Prospect

Link Prospect to an Application User

Interests

Prospect Demographics

Alternate Lookup ID

Prospect Aliases

 

 

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