ResearchPoint Ideas

It would be nice to have the ability to merge prospect records that come back as separate prospects that really are one in the same. Users want the ability to merge constituent records. It needs to be able to merge Wealth and Biographical informat...

Organizations want to be able to place their logo on the report as an additional way to customize that is currently not available.

It would be nice to have the ability to factor in giving to other non-profits when you are trying to calculate a prospect's giving capacity. After all if someone gives a 6 figure gift, they are able to give at least that amount away. Use only the ...

The main page shows the first and last name, and when available middle initial. But when there is a suffix, the user has to go in the biographical tab to find that information. This is imperative information when confirming/rejecting information a...

When I find additional philanthropic giving that I would like to add to a prospect's record, I would like the ability to copy a philanthropic record to easily edit. For instance, a record showing that John Doe gave $x to ABC in 2010 might be in RP...

We can add prospects to a Research List when IN the Research List. But if I'm in the records and I come across a prospect who should be added to a particular list, I can't find a way to do that from the record.

Last Sync Dates in RP would be great.

I'm using the Research Status field to track completion of prospect research and want to have this flag also appear through RE in order for others on my team to know when this a record has been vetted. Is there a way to sync this field? Is there a...

It would be a good idea to have the new Affluence scores sync back into the RE Prospect Ratings.

It would be great if research status was one of the available columns in lists as "confirmed" or "unconfirmed." This would allow me to easily see where to direct my efforts when my team and I are working through large lists.