A: Use the Knowledgebase!  Here’s how:

1. Go to our website at www.wealthengine.com
2. Log in with your username and password
3. When you get into the website, click on the link at the top called “Help.” This will take you directly to our help section where, at the top left, there is a link to our knowledgebase that looks like this: 
4. Click the link and you will be taken directly to our knowledgebase.  It works like a searchable FAQ for all concepts related to your file, your research and our ratings and scores.  We try to add new information to in on a regular basis directly from client questions we get every day. It’s full of useful information that you can find yourself, on your own time, and get the answers you need.
5. Now that you’re in the knowledgebase, you’re ready to search.  Enter in your question; in this case, enter “how do I validate my data?”  Or use just a keyword, “validating.”
6. The first hit is a direct match and takes you to a special advertorial we wrote for the chronicle of Philanthropy on the topic of Validating.  There are usually going to be several other related solutions that you may find helpful as well.  Now you can go through those solutions to determine which ones will work for you.
7. You can also print your solution by clicking on “Printable View.”
8. Please don’t forget to let us know at the bottom of the page if the solution works for you!

Rebecca Allen

This entry was posted on Tuesday, November 11th, 2008 at 2:19 am and is filed under WealthEngine. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.