More information

WealthEngine Overview

WealthEngine Setup

WealthEngine Child Form

Using the WealthEngine

netFORUM now interacts with WealthEngine.

WealthEngine is a third party prospect research application that assists organizations in maximizing their fundraising return on investment.

netFORUM uses the following WealthEngine components:

  • WebConnect
  • ProspectLink
  • FindWealth Screening Services

For more information on WealthEngine, visit their Web site at:

http://www.wealthengine.com

WealthEngine Icon

Within netFORUM, you will notice the WealthEngine icon on the Constituent Profile page.

Clicking the WealthEngine icon will take you to the WealthEngine Web site.

WealthEngine Tab

At the bottom of the Constituent Profile is a WealthEngine tab that will allow you to get a snapshot of the constituent's WealthEngine profile. This data is pulled in from WealthEngine.

To view the WealthEngine tab, click the More link located at the bottom of the Constituent Profile.

Click the WealthEngine option to view the WealthEngine child form.The WealthEngine icon links to the WealthEngine WebConnect component.

Click the down arrow to expand the WealthEngine child form completely to see the WealthEngine snapshot for the constituent you are viewing.

Viewing WealthEngine Information for a Constituent

The WealthEngine child form gives you the ability to see WealthEngine information for a specific constituent.

Clicking the values in the following columns will display the WealthEngine Details for <Constituent Name> pop-up window:

  • Edit icon - opens the WealthEngine Details pop-up for the constituent.
  • Total QOM - opens the Quality of Match pop-up for the constituent.

Updating WealthEngine Information for Multiple Constituents

You can upload information for several constituents from netFORUM by completing the following steps:

  1. Get a list of constituents either by using the List or the Find feature.
  2. From the list of constituents, mouse-over the Export to WealthEngine icon.

    This will display the Export to WealthEngine link.

  3. Click the Export to WealthEngine link.

    This will display the Upload to WealthEngine pop-up window.

  4. Click the Upload button to upload the records from the list to WealthEngine.