In the standard Wealth Information query node, the WealthPoint screening date (which returns the last screening date) has options to select dates like Last quarter, This quarter, Last month, and so on. This works fine, but affiliates often want to screen constituents relative to the current date. For instance, screen all constituents not screened in the last six months.)
The Wealth Information node now contains fields to query for records with the last screening date relative to the current date: WealthPoint Screening date is X days prior to the current day and WealthPoint Screening date is X month prior to the current month.
For example, this query would return constituents not screened in the last six months:
How Do I?