ResearchPoint Ideas
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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
7
Vote
RE Target Analytics scores should automatically appear (be synched) into ResearchPoint (RP)
Target Analytics scores should appear in RP records
Created 10 Jun 13:03 by Guest
ResearchPoint
0
6
Vote
Updated look and feel
Nothing too specific except that it would be great if RP could get an updated look and feel. More modern and closer to RE NXT, panels, custom home screen and user interface.
Created 18 May 14:25 by Guest
ResearchPoint
0
10
Vote
Allow capacity rating bins to be modified
Allow the capacity ratings ranges to be modified so we can match them with our own internal bins. Right now I have to export data to MS Access and use a formula to convert into our ranges. This would allow organizations to make the numbers feel mo...
Created 13 Aug 14:35 by Guest
Ratings
0
6
Vote
Receive Notification from Blackbaud once AddressFinder file has been received
It would be helpful to receive a notification from Blackbaud once the file has been received after being submitted via the AddressFinder Process step 2. This is helpful instead of having to frequently check back to view the process status page to ...
Created 22 Aug 16:13 by Guest
Data
0
8
Vote
Accessing RP from RE
This was a hosting implementation but since hosting has no product I am adding it here. There use to be an option to access ResearchPoint from Tools in Raiser's Edge. Several clients are expressing the desire to have the link back due to the con...
Created 20 Apr 16:14 by Guest
ResearchPoint
4
4
Vote
Be Able to Search by Grateful Patient Solutions (GPS) and WPOT Attributes in Research List
Hi. Please let users select Grateful Patient Solutions (GPS) and WPOT attributes when building a Research List. Currently when I try to build a research list using criteria from the GPS attributes, it will not show me any information. I contacted ...
Created 28 Sep 17:39 by J U
Research Lists
0
8
Vote
Mass Add External Properties and Businesses
When you use the External Properties and Businesses Search and find real estate records/businesses that you want to add to a prospect's record, it was be helpful to be able to add the records all at one time versus one by one. A selection box next...
Created 04 Oct 16:44 by Guest
Prospecting Database / ResearchPoint
0
2
Vote
Identify Constituent in Error Message from Sync With RE
The error messages received after syncing a Research List with RE do not identify the constituent. It would save much time if it did.
Created 27 Jul 18:45 by Guest
Data
1
8
Vote
Add original dates of records in ResearchPoint.
For instance, in listings on the Assets--Businesses tab, list the date of records from D&B so that users can gauge the currency of those records and their potential accuracy.
Created 13 Aug 14:35 by Guest
Prospect Record
0
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