ResearchPoint Ideas

I want the solicitor to update in ResearchPoint based on changes in The Raiser's Edge

There needs to be a way to update changes in solicitor assignment from Raiser's Edge to ResearchPoint. At this point it has to be done manually. I have at least 16 solicitors with portfolios and there are constant changes. It takes hours to make sure everything is correct in RP at this time. The lack of integration is a definite minus for this product.
  • Guest
  • Aug 13 2015
  • Shipped
Raiser's Edge Integration
  • Apr 11, 2016

    Admin response

    This is now available in ResearchPoint from our April 2016 release. For more information, please see our Release Notes.

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  • Krishna Kelley commented
    September 29, 2015 19:54

    This would be a great addition to ResearchPoint.

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  • +6

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