I'm wondering if anyone has had success building a query on how many individuals have not been updated in WealthPoint after a specified date. Doing only the query "wealthpoint searchdate = not equal to [date]" and "wealthpoint search date is not blank AND wealth point search date not...

Has anyone revised/updated a formula in TRE and successfully been able to apply the new formula to all records? For example, we recently changed the Annual Giving Capacity, followed the steps provided to globally change the rating in all records, and it appears as though nothing happened. The formula...

Our company uses WealthPoint for its constituents as part of our prospect research in RE7. Can WealthPoint be used for non constituents as well? Does anyone know if it's Web-based? Right now I'm doing a comparison of WealthPoint, WealthEngine and DonorSearch to see what we get on different prospects...