Confirm and lock constituent wealth capacity information

1. Open a prospect record. The Wealth and Ratings screen appears displaying the Wealth Summary tab.
2. In the Giving capacity grid, click Confirm and lock. The application designates the entry “Confirmed and locked”, disabling the Edit button.
3. To designate the entry “Unconfirmed”, click the Unconfirmed button. The application designates the entry “Unconfirmed”, activating the Edit button.

 

 

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