VLOG: Syncing Solicitors (Raiser's Edge & ResearchPoint) 2517

VLOG: Syncing Solicitors (Raiser's Edge & ResearchPoint)

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Video Blog: Four questions to ask yourself if you want to sync your solicitors from the Raiser’s Edge to ResearchPoint.
 

1. Is this a feature of integration that you want to utilize?

If you want to utilize this integration feature, to what extent should it be used? Configure your fields in ResearchPoint to reflect your organization's needs. 
 
2. Do you utilize the Prospect Manager Feature in ResearchPoint

The Prospect Manager on a record in ResearchPoint is normally a researcher, fundraiser, or major gift officer at your organization. It is found on the front of the Wealth and Ratings page of a record. If you already utilize this feature, you run the possibility of loosing the current prospect manager on ResearchPoint Records.
 
3. What are types of solicitors currently marked in Raiser’s Edge?

Solicitor Type is a code table in the Raiser’s Edge so you can have as many solicitors and ‘types’ as you want. So you need to decide which solicitor types you want to actually sync and be viewed in ResearchPoint.
 
4. What Solicitor type is considered the ‘Primary Solicitor’?

Whatever solicitor type you decide is the ‘primary’, whether that is Major Gift Officer or Relationship manager, which ever you designate as the primary from within ResearchPoint , that is the type that will replace the Prospect Manager on a ResearchPoint record once synced. 
 
 
Here is a video that will help answer all these questions and demonstrate how syncing of solicitors work. 

Here is a Knowledgebase Solution that reviews everything demonstrated in the above video!

Thanks and let me know if you have any questions!

Kelly McDavid
Customer Support Analyst, Target Analytics

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