Prospect Biographical Data

On the Biographical Information tab, you can view prospect biographical information imported from Marquis Who’s Who or Experian.

Experian data is compiled from a combination of over 300 public and proprietary sources. The sources are compiled to produce final biographical details for each unique individual. Additional values are composed by modeling marketing database elements.

The Who’s Who data source includes detailed biographical information on over 1,000,000 individuals. To obtain this information, Marquis matches the WealthPoint file against 20 volumes, including all regional publications: Who’s Who in Finance & Industry, Who’s Who of Emerging Leaders in America, and Who’s Who in America.

  1. From the prospect’s Biographical Information tab, expand the Biographical data section, and click Add. The Add biographical data screen appears, displaying the Name & address tab.

    • The Name & address tab includes name, home address, business address, birth information, and gender. You can edit any information contained on this screen.

    • The Bio 1 tab includes education, personal, family, award, and membership information.

    • The Bio 2 tab includes civic and military service information.

    • The Career tab includes career, occupation, position, and certification information.

  2. To save your changes and return to the Biographical tab, click Save.

The Name and address tab houses general information about the constituent: full name, birth date, home address, business address.

Field Name

Field Explanation

Source

Source of the biographical information. For example, if the information was provided by Marquis Who’s Who, the information is entered in this field.

Name

Constituent’s full name.

Gender

Constituent’s gender.

Birth Date

Month, day, and year of constituent’s birth.

Deceased Date

Date of constituent’s death, if the record shows he passed away.

Birthplace

City and state of constituent’s birth.

Home address frame

Constituent’s home address.

Business address frame

Constituent’s business address.

Notes

Any additional information associated with the constituent’s wealth information biography.

The Bio 1 tab houses education, membership, and personal information about the constituent.

Field Name

Field Explanation

Education box

Information collected about the constituent’s education.

Personal box

Personal information, such as names of parents and job history, collected about the constituent.

Family box

Information collected about the constituent’s family history.

Awards box

Information collected about the constituent’s awards (scholarships, fellowships).

Memberships box

Information collected about the constituent’s memberships (Rotary Club, sorority).

The Bio 2 tab houses avocation(s)/interests, religious/political affiliations, and civic/military service information about the constituent.

Field Name

Field Explanation

Avocation(s)/Research/ Interests box

Avocation(s), such as reading and writing; research; and general interest information collected about the constituent.

Political/Religious affiliations box

The constituent’s affiliation with a specific religion or political party.

Civic/Military service box

Details about the constituent’s military service and any information collected about the constituent’s civic duties.

Law box

Legal affiliations.

Thoughts on life box

The constituent’s theories/thoughts on life.

The Career tab houses information about the constituent’s career/profession.

Field Name

Field Explanation

Career box

Information collected about the constituent’s professional career.

Occupation box

Information collected about the constituent’s occupation, such as the name of the occupation and duties.

Positions held box

Information collected about professional positions held by the constituent.

Certifications box

Information collected about any certifications held by the constituent.