This video tutorial will show you how to edit contact and entity records within WealthWorks+, recording their name changes. It will also show you how to view any former names within WealthWorks+.
Modified on: Fri, 24 Mar, 2023 at 4:18 PM
This video tutorial will show you how to edit contact and entity records within WealthWorks+, recording their name changes. It will also show you how to view any former names within WealthWorks+.
Did you find it helpful? Yes No
Send feedback