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Prospects/Wealth and Ratings/WealthPoint Screenings tab

The data list on the WealthPoint screenings tab has been customized to help manage screenings when the volume is high.

The columns are:

  • Name
  • Description
  • Research group
  • Status
  • Status message
  • Started by (user)
  • Started (date and time)
  • Ended (date and time)
  • Duration
  • Number of records processed
  • Server name

 

In addition, this data list now includes a multi-select option to delete multiple rows; previously, rows had to be deleted one at a time. As with the original Delete task here, an error message is generated if the screening process exists in a queue. 

 

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