ResearchPoint Ideas

15 Vote

Give users the ability to open a RE NXT record directly from ResearchPoint

I would like to have the ability to see a constituent's record without having to type in and search for a constituent in RE or NXT each time...like we used to be able to do. I know the previous reason for giving up that functionality was because o...

Created 26 Apr 18:24 by Kristen Barlow

Prospect Record

0 Planned
10 Vote

Need Import Selection functionality

ResearchPoint Help says there is Import Selection functionality like there is in CRM, but it is not available in ResearchPoint. We need this feature.

Created 05 Mar 20:15 by Guest

ResearchPoint

0
11 Vote

Sync Gifts to Other Organizations Category, with Raiser's Edge, Organization Type.

When syncing Gifts to Other Organiztions, with Raiser's Edge, the category does not sync to Organization Type. We have checked the box next to category in ResearchPoint. Every other field does sync accurately. Syncing Organization type is extremel...

Created 19 Apr 15:28 by Guest

ResearchPoint

0
7 Vote

ResearchPoint Duplicate Report

A ResearchPoint report that can find potential duplicate records within the database. A more robust merging tool would be better, but a report would be so very helpful.

Created 20 Oct 19:00 by Guest

ResearchPoint

0
8 Vote

Basic column template to apply to Research Lists to always have the same columns in the same order

Similar to how an export definition can be created to have a template for any future exports, it would be very helpful to have a basic template we can customize that can be used for Research Lists. Then any time a new Research List is created, you...

Created 20 Feb 22:01 by Marcella Jewell

Research Lists

0
4 Vote

Integrate the Prospect Manager History with RE

Would like to be able to see in RP if prospects do not have a current Assigned Solicitor, who their past AS was and how long ago.

Created 31 May 19:47 by Derlee Moua

ResearchPoint

0
5 Vote

Prospect Research Report should allow me to choose gift types so I can see total revenue received, not just committed

All of our RE reports allow choices for gift types and our org only wants to see revenue received. RP reports only allow reporting on revenue committed. Therefore I can't generate RE profiles and RP profiles that show the same total dollars receiv...

Created 26 Aug 13:42 by Gail Beverly

ResearchPoint

0
13 Vote

Add political giving to statewide campaigns to WealthPoint searches in addition to FEC

It would be a great benefit to get more political giving information through Wealth Point searches. This will expand the understanding of political activity beyond Federal campaigns. The Texas Tribune ( http://www.texastribune.org/library/data/cam...

Created 14 Oct 14:27 by Krishna Kelley

Data

0
13 Vote

Mark as Deceased Indicator on Spouse Profile

A prospect only shows "deceased" in their individual profile after selecting mark deceased. However, if you are viewing the spouse's profile, there is no indicator next to the DE spouses name to indicate this. So my suggestion would be to show DE ...

Created 13 Aug 14:35 by Guest

Prospect Record

0
9 Vote

Would like the date on WealthPoint data to update in RE even when the data remains the same.

We screen records multiple times and would like the most recent screening date to appear on the Record in RE. This creates a data trail for us.

Created 17 Jul 17:13 by Guest

Ratings

2