ResearchPoint Ideas

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...

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...

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...

This would be helpful to forming a fuller profile/picture of our prospects for account managers etc.

I love the new folder feature in the Query section. Could something similar be done in Research Lists to add some ability to further organize?

Perhaps a number in the tab with the number of documents since only notes print in reports.