Confirm constituent’s biographical information

  1. From the prospect's Wealth and Ratings screen, click the Biographical Information tab.

  2. Expand the Biographical data section. All existing records display.

  3. Expand any record you want to confirm.

  4. Click Confirm. When confirming Experian data, the Update <prospect name> record appears, allowing you to review and edit data before confirming.

    Note: When confirming Experian data, blank fields on the ResearchPoint record update automatically. For example, if the Experian record has a birth date and the ResearchPoint record does not, upon confirming the Experian record, the birth date automatically transfers to the ResearchPoint record.

  5. A check mark appears in the Confidence column.

    Tip: Click Clear status to remove the check mark from the Status column and return the status to “Unconfirmed”.

 

 

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