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+.
Tutorial Transcript
To edit a name find the relevant record in either the contact directory or entity list. Make sure you are in the General tab and click on the pencil icon on the top right corner of the Names & References portlet, then update the record's name. Once you change the Forename or Surname, additional fields will appear. You may also want to update the File Name at this point. Then check the Record Change of Name in History box, otherwise the change will not appear in the history (but still in the audit trail). You can change the effective date and add a reference if required. There is also the option to add details in the Also Known As field. Once complete, click Save.
(00:56) To check the History of name changes, click on the history icon to the right of the Full Name in the Names & References portlet. This will display the Former Name History list, which includes the date the changes were made. There is an option here to delete the name change history via the Actions button, however a record will still be saved in the audit trail.
(01:21) When using the main search option, the search results will include records where the former names match the search term. When you hover the mouse over a result, a tool tip will display showing how it matches the search term.