ResearchPoint Ideas

It would be really helpful if we could easily view a Research List at the bottom of the screen and then minimize it as needed just like Queries.

I just merged two constituents that were the same person. The target had real estate assessment information from 2015 and the source had assessment information from 2016. The merge kept the 2015 assessment, but it really seems the most recent asse...

Currently Estimated Wealth and Major Giving Capacity values and ranges are tied together in the integration fields with RE, but it would be helpful to have the option to only push over the value or only push over the range. For example, our major ...

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...

Seems like it doesn't have any capability at all to screen foundations or corporations for assets or gifts? And it doesn't have the ability to link organization records in RP to the organization record in RE? I can create org. records in RP but th...

I've uploaded a ton of photos to constituents' records in ResearchPoint over the years. Many of these RP records are linked to RaisersEdge. Now that NXT offers the capability to include a photo of a constituent on the NXT record, will there be an ...

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.

Since you can add attributes and constituency codes using Global Change, it would be super helpful to be able to update those records, whether changing the value or one of the associated dates.