ResearchPoint Ideas

PDFs containing additional bio/career information can be linked in Research Point under Biographical Information> Documentation> Supporting Information. The Prospect Research Report will show Biographical Information. But it does not seem to...

10MM+ level categories are more and more becoming common constituency groups. This additional feature will allow further segmentation of high net worth individuals beyond the 10MM level.

Historical, Transactional Deed Data – see changes in purchase, sale and mortgage information for a given property and mortgage release data. We are looking to find transaction information for a property or properties. The reason is because, often...

ResearchPoint Help says there is Import Selection functionality like there is in CRM, but it is not available in ResearchPoint. We need this feature.

A ResearchPoint report that can find potential duplicate records within the database. A more robust merging tool would be better, but a report would be so very helpful.

When syncing Gifts to Other Organiztions, with Raiser's Edge, the category does not sync to Organization Type. We have checked the box next to category in ResearchPoint. Every other field does sync accurately. Syncing Organization type is extremel...

All of our RE reports allow choices for gift types and our org only wants to see revenue received. RP reports only allow reporting on revenue committed. Therefore I can't generate RE profiles and RP profiles that show the same total dollars receiv...

Nothing too specific except that it would be great if RP could get an updated look and feel. More modern and closer to RE NXT, panels, custom home screen and user interface.

Target Analytics scores should appear in RP records

Would like to be able to see in RP if prospects do not have a current Assigned Solicitor, who their past AS was and how long ago.