ResearchPoint Ideas

8 Vote

Prospect Research Report

Include RE notes and details for each gift, as would be found in the RE Full Profile report, in the Prospect Research Report.

Created 13 Aug 14:35 by Guest

Raiser's Edge Integration

0 Will not implement
8 Vote

Adding Income360 Screenings to ResearchPoint

The tool we've found most useful is Income360. By searching for a household's income derived from anonymized financial activity, Income360 has given us and volunteers comfort in asking for a gift of X because there is annual income of Y for the ho...

Created 13 Aug 14:35 by Guest

Data

0 Will not implement
2 Vote

Additions to ResearchPoint

Why don't soft credits move over from RE to RP? This renders the giving total useless for any donor of means who primarily uses a third party (i.e. donor advised fund) to donate. Also - why no non-constituent spouse information? Many of our spouse...

Created 17 May 15:25 by Guest

ResearchPoint

0 Will not implement
2 Vote

Clicking "Add Spouse" should automatically tell RP you're adding a spouse

When you click the "Add Spouse" option under Relationships, and you finish entering the spouse's information, why does RP need to ask again what kind of relationship the person has with your constituent? You clicked "Add Spouse". It's a Spouse. Th...

Created 15 Jul 16:37 by Robyn Kells

ResearchPoint

2 Will not implement
2 Vote

Include Major Gift Capacity Ranges to available fields in Research Lists

No description provided

Created 24 Jun 17:58 by Guest

Research Lists

0 Will not implement
1 Vote

Would like for it to be possible to import data into the Research Summary field

when working on event lists it would be great if we could import data back into the Research Summary field

Created 08 Apr 22:00 by Guest

Data

0 Will not implement