Before deleting an entry, permanently removing it from your system, you may want to consider designating it with the “Reject” tag. Using the Reject option, you can remove information from consideration, without permanently removing it from your system. For more information, see Reject constituent Foundation affiliation information.
Note: Deleting a record does not prevent the record from being included in future WealthPoint updates. The next time you run a WealthPoint update on the constituent, the deleted record reappears in the results. To permanently remove the record from a constituent’s WealthPoint data, you can reject the record.
| 1. | From the constituent’s Wealth and Ratings screen, select the Affiliations tab. |
| 2. | Near the middle of the tab, expand the Foundation affiliations section. |
Note: For organizations and households, click Foundation affiliations in the Wealth summary section of the Wealth and Ratings screen.
| 3. | Expand the record you want to delete. |
| 4. | On the action bar, click Delete. A confirmation screen appears. |
| 5. | Click Yes to remove the record. |