ResearchPoint Ideas

Research List Add Constituents dialog box allows us to: Add records one at a time Add all records Search for a record Ignore all remaining records It would be useful if we could also remove or ignore records one by one at this point. Is t...

Currently with date attributes in Research Lists, the dates show up in chronological order oldest to newest. We have Grateful Patient Solution and have many patients who are "frequent flyers" with multiple dates for the GPS pre-screen attribute, b...

In Noza, we were able to save multiple searches into one list before exporting. This is beneficial to all who are researching a prospect. The prospect may use different variations of their name in giving to different charitable organizations. This...

Somewhere along the line of updates to RP in the past year, we are no longer able to add a research list to RP using a merged static query from RE. I have previously screened our new subscribers in the beginning of our concert season. To query on ...

Another suggestion that would save my team and I a lot of time and clicks: add Lookup ID as an input value for the "Add Member" function in research lists.

My fundraiser set my quota for confirmed verified reports at 200 monthly, so I go through lots of prospects. I'm spending too much time opening confirmed prospects (who can remember names at that rate?) and trying to find new ones. To be able to s...

When I go to Edit the name of a Research List, the next function underneath is delete. It is easy to delete an entire research list. Is there a way to move the delete button? If there is a back up before you can delete a list? In my opinion, it wo...

Currently Estimated Wealth Value and Major Giving Capacity Value are available for Columns in Research Lists, but there are times when I want to see and export the range and not the exact value, particularly for development officer and management/...