Disable WealthPoint Screens on Selected Members

On a research list, you can disable WealthPoint for selected members. In the Members list, click the double arrows for the constituent's row and click Disable WealthPoint.

Even when you perform a group WealthPoint screening, this constituent will not be included. The record will remain disabled in the research list until you choose to enable.

Also, if you perform this action on a research list, it disables WealthPoint screenings from their individual wealth and ratings record. You can turn WealthPoint screenings back on from either the research list or the individual wealth and ratings record.

 

 

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