Network Connections

Network connections displays the names of organizations with a confirmed relationship with the prospect. If the individual is a constituent in your database, the name is italicized; if the individual is a constituent in your database and has a formal relationship with the selected constituent, the name is bold and italicized.

When you screen a prospect through WealthPoint, the constituent information from your database is matched against businesses and organizations in the WealthPoint database that they may have an involvement with. After a record is matched, the application determines who else in the WealthPoint database the associated prospect may have relationships with. The application returns the organizational and individual relationships, which appear in the Network connections section of the prospect's Affiliations tab. These relationships can include people associated with the same nonprofit or foundation as board members, directors, or trustees; or business partners associated as colleagues or co-executives. Because of your relationship with the initial prospect, you may be able to add to your donor pool by reaching out to these extended relationships.

For information about managing your columns and filtering and searching content in the grid, see Display Tips for Members List.

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