ResearchPoint Ideas

Can ResearchPoint send alerts when someone's wealth indicators (insider trades, for example) change? I used to have iWave and really depended on their 360 alerts for updates on prospects, but I don't see anything similar in RP.

I would like to have the ability to see a constituent's record without having to type in and search for a constituent in RE or NXT each time...like we used to be able to do. I know the previous reason for giving up that functionality was because o...

A prospect only shows "deceased" in their individual profile after selecting mark deceased. However, if you are viewing the spouse's profile, there is no indicator next to the DE spouses name to indicate this. So my suggestion would be to show DE ...

It would be highly useful to be able to right-click on links and open anything in a new tab, so that I don't have to navigate away from my primary screen. This would be particularly useful when looking at a Research List, when I would like to have...

It is very tedious to have to select or unselect multiple rows in ResearchPoint. The select all only helps a little bit. There should be a way to select multiple rows and then click the box all at once. Also, if you accidentally, click in the wron...

Many of our highest prospects funnel their wealth through a foundation, which may or may not bear their names. When I confirm/reject philanthropic giving, sometimes it looks like the constituent does not give at all, because the recognition name w...

For instance, in listings on the Assets--Businesses tab, list the date of records from D&B so that users can gauge the currency of those records and their potential accuracy.

Currently, the only way to find a record creation date on a record in ResearchPoint is to create a research list with that record, and add the column to the research list. Seems like a lot of steps to find a simple piece of data that you can find ...

Perhaps a number in the tab with the number of documents since only notes print in reports.

I've uploaded a ton of photos to constituents' records in ResearchPoint over the years. Many of these RP records are linked to RaisersEdge. Now that NXT offers the capability to include a photo of a constituent on the NXT record, will there be an ...