ResearchPoint Ideas

We noticed that the Prospect Research Report is not identifying a spouse as deceased when the spouse is listed as deceased on the record. It would be very helpful if this important information was prominent on the report. We suggest adding (deceas...

Please make it possible to export the # of consecutive years in db view...also include it in NXT in the filters as well as in the columns in Lists. This is a vital metric for identifying loyal donors/members.

Our development officers and leadership want to know, when they review a profile, if they are talking to Jr. or Sr., etc., and also if they will be meeting Dr. or Rev. or Mrs., etc. Right now there is no way to revise the profile template to add t...

We frequently use actions and notes to record our interactions with donors. It would be helpful when providing a research report to a gift officer to have these notes readily available on the research report. I'm hoping this can be added to the av...

The Affluence Insight dashboard is a great way to visualize the Affluence Insight results. It is currently unavailable to many clients using Altru, as all they see is a blank dashboard. Please help by recreating the dashboard and its corresponding...

There is currently no way to report on multiple records using a custom template. Allowing this would let users create reports that include detailed information like Nonprofit Affiliations, Philanthropic Giving, and more on full lists rather than h...

Need to be able add + remove sections in the RESEARCH LIST REPORT or to use other reports for a group the same we are able to use custom Prospect Research Report(s If we want to print customized views of our prospects we have to generate them one ...