ResearchPoint Ideas

Spouse Info Import from Raiser's Edge into ResearchPoint

For a female educational institution, females are our constituents and spouses are usually male.  Regardless, for all non-profits to understand a household's assets and potential giving, having spouse Bio and Business info (especially Org Name and Position) is critical to seeing a full financial picture of the household.  Would like spouse fields to import into ResearchPoint and be able to sync.

  • Guest
  • Jul 12 2018
  • Shipped
  • Apr 15, 2019

    Admin response

    In our Q2 2019 release, we now pull spouse from RE to RP when bringing in a query. This spouse will also be linked and able to be synced back to RE.

    Spouses continue to be available to add/update in Import.