ResearchPoint Ideas

10MM+ level categories are more and more becoming common constituency groups. This additional feature will allow further segmentation of high net worth individuals beyond the 10MM level.

At the University of Michigan , we are currently pushing to gather and transform as much biographical data about prospects into Interest Data. One area we have recognized as a possible source for this project is the Guidestar data in the Affiliati...

Allow the syncing of a constituent's job title from a business relationship in RE to the business relationship record in ResearchPoint. There's a field for it in RP, but it doesn't populate with data from RE.

It would be helpful to have Deceased be available as one of the Biographical fields available when choosing criteria for a Research List, so that we could choose to filter out Deceased records. Likewise, it would be helpful to have Deceased be ava...

Each time you want to view information to the far right, you first have to scroll to the bottom. Each time you want to move columns in a research list (because new drop to the right), you have to scroll to the bottom and then to the right. Having ...

Those of us that produce monthly research would like to be able to query items (and I hope others add to the list) hours spent in database, number of research prospects confirmed, number screened, research list data, etc. Also, I would like to pul...

Historical, Transactional Deed Data – see changes in purchase, sale and mortgage information for a given property and mortgage release data. We are looking to find transaction information for a property or properties. The reason is because, often...

We were using RP for many years before we converted to Raiser's Edge and now have almost 100,000 RP records we have to manually link, one by one, to Raiser's Edge records. Please work on something that will let us link in bulk.

Can ResearchPoint send alerts when someone's wealth indicators (insider trades, for example) change? I used to have iWave and really depended on their 360 alerts for updates on prospects, but I don't see anything similar in RP.

Given that the average of the low and high can be misleading, is it possible that we could set this configuration of this in the integration to choose Gift Range (Low), keep it as it currently is (the average of the Low and High), or even not sync...