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How To ...

  • Share a Project or PROfile

    Sharing PROjects If you would like to share a project that you have run in the PROscreen tab, simply go into ...

    Sep 17, 2018 10:54AM ADT
  • Search for Alumni using the 360 tab

    The datasets that will bring back alumni results are ZoomInfo, RelSci and Thomson Reuters. To search these da...

    Sep 17, 2018 11:13AM ADT
  • Hide and sort columns in iWave

    In each of the data sets, what you want to see can be customized. For each field listed at the top, there is a...

    Sep 17, 2018 11:14AM ADT
  • Create a Saved Search

    Saved Searches can be created in the following data sets. • ZoomInfo • Prospects of Wealth • Thomson Reut...

    Sep 19, 2018 11:32AM ADT
  • Viewing saved searches & search history

    View Saved Searches To view the searches you have saved, click on the my account icon top right corner of iWav...

    Sep 19, 2018 11:35AM ADT
  • Build a list of donors in Donations

    Build a list of donors: Select from the number of search options within the left navigation. ‘Donor type’, ...

    Sep 19, 2018 11:37AM ADT
  • Update the PROscore

    After you remove or add records to a profile you need to refresh the score in order for your previous score to...

    Sep 19, 2018 11:45AM ADT
  • Add a PROfile to a label

    To add a profile to a label or sub-label in the PROfiles tab do the following: Select the profile you want ...

    Oct 08, 2018 10:45AM ADT
  • Share a label

    To share a label and the profiles within that label first click on PROfiles in the top iWave screen. Mouse ...

    Oct 08, 2018 10:46AM ADT

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