ResearchPoint Ideas

I would love to have more options available in the Columns section of the Research Lists, specifically phone, emails, birth date. This would make downloading and working with lists easier and faster.

I have to manually enter phones/emails/birthdates twice: first into RP and then again into RE when I am adding a new record or syncing an existing record. It would save an enormous amount of time and labor to be able to have these included in the ...

For our custom Prospect Research Report template, it would be more helpful to see only the confirmed philanthropic gifts listed. Seeing the ones that are not confirmed and/or rejected is not helpful and just makes the list long and useless. At lea...

ResearchPoint (RP) spouse field should be synchronized with RE spouse information. I understand that the Household would need to be fixed in the case of a divorce but this information should be flagged in RP to let you know that it is not in sync ...

When screening a new prospect and spouse at the same time with the find new feature, it would be a great help if the system would WP screening both the primary and the spouse. It is cumbersome and time consuming to have to go to the spouse profile...

A paid service that BB offered was to allow organizations to create custom text, subject line, etc. for their opt-out message when running EmailFinder. This service has since been discontinued. It would be great if the existing canned message coul...

I have accidentally saved two identical searches - very annoying and I cannot delete them! Please change this.

When I'm selecting multiple rows to confirm or reject, if my mouse slips a bit and I accidentally click on the Open arrow, I lose all the rows I've selected and have to start over again. It would be a timesaver and ease use to provide further sepa...

We are a healthcare organization, and we subscribe to Target Analytics' "Healthcare Bundle". The Medical Record Number (MRN) is a very important piece of data for us, but it essentially disappears completely when the screened patient records get i...

A February 2022 WealthPoint data update populated over 300 records with an estimated date of birth (A zero in the month or date field), with many of those populated values being woefully incorrect. There is no admin process for purging the importe...