Edit an organization relationship for an individual prospect

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

  2. Expand the Relationships section.

  3. Expand the Organization section.

  4. Locate the individual you want to edit.

  5. Click Edit. The Edit relationship screen appears.

  6. Make any necessary changes.

  7. Click Save.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Biographical Information > Relationships > Edit Organization Relationship to Individual 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