ResearchPoint Ideas

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...

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

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.

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...

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...

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...

The error messages received after syncing a Research List with RE do not identify the constituent. It would save much time if it did.

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...

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.

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 ...