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Five Things To Do In ResearchPoint With Five Minutes

The month of December is beyond busy for development offices, and it can be hard to carve out time to get ready for the new year with so many other priorities front and center.  Knowing that, here five recommendations for quick and easy “housekeeping” things in ResearchPoint you can do in just a few minutes to take care of the basics.
  1. If you have users assigned in ResearchPoint who no longer work for your organization or no longer need access to the system, make those accounts inactive.  Visit Administration>Application users.  While you’re at it, review the system roles assigned to each user and make sure the permissions each person has align with their job responsibilities.
  2. Add the Research Lists you use regularly to your favorites list so you don’t have to dig for them.
  3. Review the addresses for your highest priority prospects (especially if your RP is a stand-alone database).  Are they up-to-date in RP?  If not, you may not have the most current research details on your prospects.
  4. If you’ve built a lot of new queries this year, create and manage query folders in your Information Library for easier access to them.
  5. Mark your calendar for a couple months before your RP subscription renews and plan to run any remaining WealthPoint searches in your contract.  If you aren’t sure of your subscription level, log into your database, visit the upper left-hand corner of the Home page, and click Subscription Status.  You’ll find the subscription level, renewal date, and other useful details.  And if you need some ideas about how to use your screenings, my colleague Carol shared some great ideas a few months ago.
Feel free to add to this with your favorite ideas too for the good of the group!  Just use the comments tool below to share with the group.
Posted by Liza Turcotte on Dec 5, 2017 11:11 AM America/New_York

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Great tips! I already practice most of these, but not the last one to mark calendars to remember to run remaining searches. Thanks!
  • Posted Wed 06 Dec 2017 12:19 PM EST