Make Wealth & Ratings Data integrate with CRM Site Security

  1. Users from different sites are unable to track WealthPoint searches by Site within Blackbaud CRM when using Site Security
  2. Certain parts within Wealth and Ratings Data are also not site-secure

 

  • WealthPoint Screening History Tab
  • WealthPoint Data Refresh Tab
  • Guest
  • Nov 4 2015
Blackbaud CRM / Site Security / Wealth and Ratings
Organization Name (Please enter full organization name) Feeding America
Reported Version 4.0
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