ResearchPoint Ideas

It would be nice to have the ability to merge prospect records that come back as separate prospects that really are one in the same. Users want the ability to merge constituent records. It needs to be able to merge Wealth and Biographical informat...

The main page shows the first and last name, and when available middle initial. But when there is a suffix, the user has to go in the biographical tab to find that information. This is imperative information when confirming/rejecting information a...

When I find additional philanthropic giving that I would like to add to a prospect's record, I would like the ability to copy a philanthropic record to easily edit. For instance, a record showing that John Doe gave $x to ABC in 2010 might be in RP...

Last Sync Dates in RP would be great.

How can I see the gift type (annual, cumulative, etc.) in the prospect research report, even after I have opened all the gifts to be included in the report? There is a huge difference between annual and cumulative giving information, and I can see...

Add a drop down menu that lists what Asset Data Sources already exist. With out this it is a free text field and it keeps adding different spellings and choices to the Capacity formulas