ResearchPoint Ideas

Include Tallies of Records Screened for Selected Constituent Screening Jobs

Currently, when looking at WealthPoint Screening History under Wealth and Ratings Data, the details column will give the number of records screened for individual screenings and full-list screenings. However, when a portion of a list is screened, the Name comes back "Selected Constituents", and the details column is blank. That is, there's no tally of records screened for partial lists. In order to get an accurate tally of the number of records screened, it would be helpful to have the details column filled with the corresponding number of records.

  • Guest
  • Apr 8 2020
  • Attach files