This is a blog post to help provide specific next steps for Raiser's Edge clients who have Target Analytics Affluence Insight negative Net Worth scores that are preventing those affected records from importing results for all analytics that sync from ResearchPoint into Raiser's Edge via the integration.
Sometimes it is necessary to extract data from your ResearchPoint™ database to share with your colleagues, yet Query is not always the best tool for this task. Export Definitions are a great way to export data without duplicates you may see in the results of a query or research list, especially when including attributes about your patient prospects. ...
Queries and Research Lists are at the heart of identifying patient prospects. Once your organization is using the Grateful Patient Solution encrypted attributes to store sensitive patient data, you will want to update your prospect lists. This blog will review how to navigate to and to use these attributes in Query and Research Lists.
Have you heard that there are now attributes with additional field-level encryption that you can include in your Grateful Patient Solution patient screening file? If not, this blog is for you! Learn about the new fields to store sensitive patient fundraising data, where to view them on a prospect record, and how to start using them in your ...
Increasing concentrations of wealth have played a substantial role in creating family foundations where more and more charity-bound funds are being deposited, accumulated, and then granted. A family foundation is a type of private foundation set up by a family, funded with the family’s assets, and often run by family members who can also ...