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Carolyn Lynch
Wealth Engine

For those who use Wealth Engine including ProspectLINK in Millennium:  when you've used the ProspectLink button in Millennium to screen a person,  is the data that is passed from Millennium over to Wealth Engine (viewing the data in Wealth Engine website) correct and consistent?:

Demographic info: Date of Birth, Age, Graduation Date, Spouse Name, ID

Financial info: Total Giving, Number of Gifts, First Gift Amount & First Gift Date, Last Gift Amount & Last Gift Date, Largest Gift Amount & Largest Gift Date

 

Thanks for your help,

Carolyn Lynch, Wake Forest Baptist Medical Center, clynch@wakehealth.edu