ResearchPoint Ideas

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.

Is it possible to remove a date from an existing record in ResearchPoint using an import file?  I am trying to remove an End Date from an existing address in order to reactivate the address (i.e. the person moved back to an old address). &nbs...

Our development officers frequently ask for a layered map of different categories of donors, and it is very common for donors to be in more than one category/research list that is used as different Groups on the map. For instance, a major donor ca...

If the Liquidity index for canadian donors coming from Target Analytics is a number, why is it a text value when imported or exported? It should be a numerical value so that we can sort and query on them.

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.

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...

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...

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...