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Add a "duplicate" button when entering philanthropic gifts manually
Because so much philanthropy is annual, when manually entering philanthropic gifts in a constituent's record, it would be soooooo helpful to be able to duplicate the entry, then just change the date and source document link as needed.0
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allow users to get wealthpoint updates for group as consultant without granting full administrator rights
Currently users must have full admin rights to get wealthpoint updates for group as consultant. We would like to be able to assign this in a security group so that consultants don't need full admin rights.0
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link affiliations in Wealth area to relationships
Without linking affiliations to relationships, this information may have to be double entered. This results in inconsistency of use and potential data errors. Additionally, Blackbaud discourage the use of this functionality and suggests using rela...0
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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 ...0 Reviewed: Voting Open
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Wealth Point showing duplicate Real Estate records - need to distinguish between Fidelity and Core Logic
We are receiving duplicate real estate records with the switch from Fidelity to Core Logic. This has caused issue with calculations of wealth when missed. We are challenged with the new items coming in and there not being a way to see that they ar...0
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Improvement to Wealth and Rating
When you look at a real estate in a household the same property populates twice, it does have the same APAN, unconfirmed as they both are listed as owners of this property. The user has to figure out on their own that they are not to confirm both ...0
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BBEC: Proper Design of Wealth & Ratings Summary Section
proper redesign of the Wealth and Ratings summary section could may allow the most up to date numbers to be displayed without creating further performance issues.0
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Preserve WealthPoint screening history when Research Lists are deleted
When performing WealthPoint screenings, history entries are made into table WPSEARCHHISTORY. When a Research List that was previously screened, is deleted, their corresponding screening history in WPSSEARCHHISTORY is also deleted. This unexpected ...0
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Recalculate Household capacity ratings for all records
Currently, there is an option to apply a wealth calculation to all records. However, that does not apply the calculation to households - only to individuals.0
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add the functionality for batch wealthpoint screenings in CRM to skip a bad address, rather than freezing up the whole batch.
Currently the batch screening will not go through if an address with a bad format is included in the group. Instead the batch just sits until it is cancelled. Although results are not returned, the number of screenings is decreased by the number o...0