ResearchPoint Ideas

Hello,...it would be really helpful if the sync would include children! This very import to include when we run prospect reports.

This was a hosting implementation but since hosting has no product I am adding it here. There use to be an option to access ResearchPoint from Tools in Raiser's Edge. Several clients are expressing the desire to have the link back due to the con...

I have accidentally saved two identical searches - very annoying and I cannot delete them! Please change this.

When you use the External Properties and Businesses Search and find real estate records/businesses that you want to add to a prospect's record, it was be helpful to be able to add the records all at one time versus one by one. A selection box next...

it would be great to have more customization in research point profiles, like being able to move fields around or select what you would like to include from a field (for example, show a note but not the author).

They're already right there in the template! It would be so helpful to be able to actually screen based on emails and known businesses of prospects. I don't understand why they are included on the template you provide if you can't use them in a sc...

For our custom Prospect Research Report template, it would be more helpful to see only the confirmed philanthropic gifts listed. Seeing the ones that are not confirmed and/or rejected is not helpful and just makes the list long and useless. At lea...

Since you can add attributes and constituency codes using Global Change, it would be super helpful to be able to update those records, whether changing the value or one of the associated dates.

ResearchPoint (RP) spouse field should be synchronized with RE spouse information. I understand that the Household would need to be fixed in the case of a divorce but this information should be flagged in RP to let you know that it is not in sync ...

When screening a new prospect and spouse at the same time with the find new feature, it would be a great help if the system would WP screening both the primary and the spouse. It is cumbersome and time consuming to have to go to the spouse profile...