ResearchPoint Ideas

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.

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.

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.

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...

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.

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 ...