ResearchPoint Ideas

14 Vote

I would love to see the 'Last Sync' date somewhere on the RP profile.

Last Sync Dates in RP would be great.

Created 13 Aug 14:35 by Guest

Prospect Record / Raiser's Edge Integration

0 Shipped
14 Vote

Can the Research Status field be synced to RE?

I'm using the Research Status field to track completion of prospect research and want to have this flag also appear through RE in order for others on my team to know when this a record has been vetted. Is there a way to sync this field? Is there a...

Created 13 Aug 14:35 by Guest

Raiser's Edge Integration

5 Shipped
13 Vote

I want the solicitor to update in ResearchPoint based on changes in The Raiser's Edge

There needs to be a way to update changes in solicitor assignment from Raiser's Edge to ResearchPoint. At this point it has to be done manually. I have at least 16 solicitors with portfolios and there are constant changes. It takes hours to make s...

Created 13 Aug 14:34 by Guest

Raiser's Edge Integration

1 Shipped
4 Vote

How the Birth Date field syncs

Currently, if Birth Date is populated in ResearchPoint, but NOT populated in Raiser's Edge... when the sync occurs, the Birth Date is wiped from the ResearchPoint record and cannot be found in EITHER system. This is extremely frustrating for us. W...

Created 08 Nov 17:12 by Julie Hiland

Raiser's Edge Integration

4 Shipped