ResearchPoint Ideas

In Researchpoint, we need the ability to add the same attribute to records that have different values. For example, if we need to have the same attribute for mailings, but have different dates, we need to be able to have those on the prospect's re...

Our donors are split among 8 different regions, each with its own gift officer. We use regions for everything when segmenting donors out in Raiser's Edge. ResearchPoint would be faster and more efficient to use if regions were easily synced and us...

I just merged two constituents that were the same person. The target had real estate assessment information from 2015 and the source had assessment information from 2016. The merge kept the 2015 assessment, but it really seems the most recent asse...

We deal with different research lists at our organization. I have several that I work with throughout any given week.Some are created temporarily, some are permanent research lists. A feature that would be helpful for me would be if there was a wa...

Including Gift Category with the other Philanthropic Gifts information that syncs from ResearchPoint to Raiser's Edge will allow users to more easily identify and summarize giving interests and passions for constituents. This data could potentiall...

When creating a new record in RE from Research Point it would be helpful to be able to sync more information then just name and address. When we sync ratings there are boxes to check for what we would like to see pull over from RP. It would be nic...

Add percentages to the Affluence Insight Dashboard so we can compare our organization's percentages to the "% of US pop" shown below the dashboard in each group's "Explained" snapshot.

The ability to merge individuals records is amazing! We are now seeing that we are finding additional information on household records that would be nice to merge with these and create a profile that is compiled of all information available for a ...

Within our organization we use notes to store Background on how they were introduced to organization, interests, etc. This would assist us in building profiles that we build for constituents for our team leaders to review prior to meetings, etc.

Would like an easier more efficient way to confirm assets for multiple records to be able to get the wealth capacity numbers, like the estimated wealth value. I have thousands of records that will have to screened and then confirmed individually t...