Improve wealth ratings

Currently, many prospects don't receive wealth ratings because there's not enough clarity around who the person is to pull public information, or the assets are listed under the spouse. In order to more accurately report on a prospect's wealth, the system should pull both the main prospect's name and address as well as the spouse's name, even if the spouse isn't a separate constituent. It seems like it would be pretty easy for the system to just pull info from another field to include the spouse. This would help narrow down possible prospects who have very common names and would capture property listed under the spouse's name.

  • Guest
  • Jul 26 2019
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