ResearchPoint Ideas

Would like to be able to import Research Summary into RENXT

We usually add a bit of information about the overall rating applied in the Research Summary since it is the only place to add anecdotal information. It would be extremely helpful to have that info come over automatically when syncing with RE so that our development officers can see it and to help us when reviewing lists of prospects after updating their ratings in RE.

  • Tami Pearson
  • Jul 2 2020
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