ResearchPoint Ideas

Would like the date on WealthPoint data to update in RE even when the data remains the same.

We screen records multiple times and would like the most recent screening date to appear on the Record in RE. This creates a data trail for us. 

  • Guest
  • Jul 17 2018
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  • Shannon Koehn commented
    September 13, 2023 19:59

    Absolutley!!!! This would also include research status confirmed.


  • Janna Lee commented
    August 15, 2022 21:43

    Seconding this. It's making it look like our information is dated and lapsed, even when it's current (and just hasn't changed). I'd prefer to always have the most recent date on our WP data and ratings.