Delete a prospect’s political donation 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 prospect's Wealth and Ratings screen, select the Giving tab.

2. Expand the Political donations section.

3. For organizations and households, select Political donation in the Wealth summary section of the Wealth and Ratings screen.

4. In the grid, select the entry you want to delete.

5. On the action bar, select Delete. A confirmation screen appears.

6. Select Yes to remove the entry.