ResearchPoint Ideas

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 spouses are the primary earners. 

  • Guest
  • May 17 2017
  • Will not implement
  • May 18, 2017

    Admin response

    Soft Credits are available in the RE integration options. Check the box highlighted below and those should start to sync.

    Regarding non-constituent in RE, we've approached this as "if you are doing research in RP, this person should be valuable enough to warrant a record in RE". I understand where you are coming from with a non-constituent spouse primary earner. Does the wealth information returned from RP need to go directly on that record or are you looking at these as a household. I'm curious your thoughts here.

    Thanks!
    Anthony

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