Link 'Source Used' table on the | Ideas for Blackbaud CRM and BBIS

Link 'Source Used' table on the Prospect Research Complete Request to WealthPoint's 'Source' table

We would like the option to link the Sources Used tables on the Prospect Research Complete Request table to the Source tables on WealthPoint Wealth Details pages.

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Jun 29 2015

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Link 'Source Used' table on the Prospect Research Complete Request to WealthPoint's 'Source' table

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