Searching in the WealthEngine Platform
This webinar will discuss Searching in the WealthEngine (WE) Platform, including best practices for both our nonprofit and commercial clients.
- You will have the opportunity to switch over into a Q&A with a trainer directly following the session.
- Each attendee must register separately as access links cannot be shared.
It is important to note that this session does NOT cover scores, profiles, or the other areas of the WE Platform and is instead focused on the technical aspects of using Search. For a solid foundation, we recommend you attend the other group training sessions as well.