Delete a notification from a prospect

  1. From the prospect’s Wealth and Ratings page, select the Biographical Information tab.

  2. Expand the Supporting information section.

  3. Expand the Note section.

  4. Expand the note from which you want to delete a notification.

  5. Click Notification, Delete. A confirmation screen appears.

  6. Click Yes.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Biographical Information > Documentation > Notifications > Delete Notification on Prospect

Our goal is to provide accurate, thorough answers. Please let us know how we can improve this section of the ResearchPoint help.

Blackbaud, Inc. | 2000 Daniel Island Dr. | Charleston, SC 29492