ResearchPoint Ideas

There needs to be a way to update changes in solicitor assignment from Raiser's Edge to ResearchPoint. At this point it has to be done manually. I have at least 16 solicitors with portfolios and there are constant changes. It takes hours to make s...

Expand the mapping function so that there is not a data marker limit.

For a female educational institution, females are our constituents and spouses are usually male. Regardless, for all non-profits to understand a household's assets and potential giving, having spouse Bio and Business info (especially Org Name and ...

Currently, when you run a Prospect Research Report, it suppresses all of the details on many of the data entries that it finds (for example, if it finds a charitable donation to an organization, it just lists the org name and year of the gift, and...

How can I see the gift type (annual, cumulative, etc.) in the prospect research report, even after I have opened all the gifts to be included in the report? There is a huge difference between annual and cumulative giving information, and I can see...

Currently, if Birth Date is populated in ResearchPoint, but NOT populated in Raiser's Edge... when the sync occurs, the Birth Date is wiped from the ResearchPoint record and cannot be found in EITHER system. This is extremely frustrating for us. W...

I assumed this was already a feature and I asked for a query that would show me all of the constituents in our database who had given $100,000 or more in political giving, preferably with a confidence level of 2 or higher. This would have helped m...

Add a drop down menu that lists what Asset Data Sources already exist. With out this it is a free text field and it keeps adding different spellings and choices to the Capacity formulas

Offering more than 5 custom fields for import would allow users to maintain and utilize more data.

The giving capacity section on the wealth summary tab shows the value of the major giving capacity-- it would be nice to be able to see that value on the research report in addition to the range.