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on Model Scores and Ratings, add checkbox to "Add a model scores and ratings attribute" to add to spouse
On Wealth and Ratings Page>Model Scores and Ratings – Add a model scores and ratings attribute – give us a checkbox for “add this attribute to spouse.”0 Reviewed: Voting Open
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Add the fields Last Research Date and Research Details Updated By fields to query
Right now these two fields are not query-able; it would be helpful to query on the last time research details were updated and by whom to plan for updates.0 Reviewed: Voting Open
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Wealth & Rating mark historical
In Wealth & Ratings it is possible to mark a real estate entry as historical. It would be nice if Mark Historical was available in other section in Wealth & Rating (i.e: Income)1 Reviewed: Voting Open
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Wealth Screening should not automatically update blank fields in the database
Currently when manually processing a Wealth Screening if a field is blank in the Blackbaud CRM database but the field exists in the Biographical wealth screening information the field will automatically be updated in CRM. The business user is not ...