ResearchPoint Ideas

Add the ability to easily expand data points in the Prospect Research Reports with one click

Currently, when you run a Prospect Research Report, it suppresses all of the details on many of the data entries that it finds (for example, if it finds a charitable donation to an organization, it just lists the org name and year of the gift, and you have to click on the plus button to view more details about the gift). In order to view those details, I'm told that the only option is to go through one-by-one and expand each entry. There should be a one-click button to expand or suppress all of the entries.
  • Guest
  • Aug 13 2015
  • Shipped
  • Sep 22, 2016

    Admin response

    We have created a new section in the Prospect Research Report Template that will expand all Philanthropic Gifts by default.

    This will be available on 10/3/16 in our 4.92 release

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  • Guest commented
    February 22, 2016 18:15

    I totally agree - it's very frustrating. I have found a slight workaround if you export to Excel. If you highlight the cells and modify the row height, it will expand all of them at once.

  • Guest commented
    September 04, 2015 14:49

    I agree. This would be really helpful!

  • +2