ResearchPoint Ideas

Import Phone/Email/Birthdate FROM ResearchPoint TO Raiser's Edge

I have to manually enter phones/emails/birthdates twice: first into RP and then again into RE when I am adding a new record or syncing an existing record.  It would save an enormous amount of time and labor to be able to have these included in the integration sync.

  • Leslie Cronen
  • Feb 23 2018
  • Planned
  • Attach files
  • Anthony Pisano commented
    April 09, 2019 14:02

    In our Q2 2019 release, we added Birth Date to go from RP to RE if available. We can continue to look into phones and emails from RP.