Reject prospect's political donation information

If while attempting to confirm a constituent’s political donation information, you discover it to be unreliable and you want the information designated as such on the constituent, you can reject the information without removing it from your system.

1. From the prospect's Wealth and Ratings screen, click the Giving tab.
2. Expand the Political donations section.

Note: For organizations and households, click Political donation in the Wealth summary section of the Wealth and Ratings screen.

3. In the grid, select the entry you want to reject.
4. On the action bar, click Reject. A red warning icon displays in the Confidence column and the rating number is changed to "0."

 

 

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