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.

We wish we didn't have to upload bios and photos into both ResearchPoint and RE NXT separately. Can the bio and photo from ResearchPoint be integrated in to RE NXT automatically?

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...

Having the individual indicators stored in RE (prospect/rating) would allow for more in depth query functionality in prospect identification using more robust information stored in RE.

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...

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 ...

It is very tedious to have to select or unselect multiple rows in ResearchPoint. The select all only helps a little bit. There should be a way to select multiple rows and then click the box all at once. Also, if you accidentally, click in the wron...

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 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...

Currently, the only way to find a record creation date on a record in ResearchPoint is to create a research list with that record, and add the column to the research list. Seems like a lot of steps to find a simple piece of data that you can find ...