ResearchPoint Ideas

Right now, AddressFinder automatically runs quarterly for us. This works really well for us, and certainly ensures that address updates are done more frequently than when it was manual. I would like to see the updates done on a custom schedule, ev...

A recent change to the way records sync from ResearchPoint to Raiser's Edge resulted in 'Research Status Confirmed?' date not updating if the status was already marked 'Yes'. The logic is no longer consistent with WHEN the status/capacity was last...

They're already right there in the template! It would be so helpful to be able to actually screen based on emails and known businesses of prospects. I don't understand why they are included on the template you provide if you can't use them in a sc...

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 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...

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 ...

We use RE7, and it would be helpful for the gift officers to see the Hidden Wealth Estimate listed along with the Ratings on the Prospect Tab.