ResearchPoint August 2016 (4.91) Release!

This past weekend, we updated ResearchPoint standalone customers to the August 2016 (4.91) release. Here is a summary of the new features.

Overview

To improve your experience in the product, in this release of  ResearchPoint we updated how you log in to ResearchPoint to use the Blackbaud single sign-on experience with the Omnibar. We also added two new features based on ideas from the Target Analytics user community.

Community Suggested New Features

This release we added two new features based on feedback from you! If you're interested in determining what we work on for you, contribute your ideas and feedback to the ResearchPoint Ideas. The ideas are located within this Target Analytics Community. From the community home page, in the Navigation Menu, click Ideas.

New Research Status Column for Research Lists

We added the research status field as a new column in your research lists. This enables you to see at a glance if your research list members are confirmed or not.

To sort the list by status, click the Research status column header.

To filter the list by status, click the funnel icon in the Research status column. This enables you to see list members who are only confirmed or not confirmed.

 

New Sources Automatically Added to Wealth Capacity Formulas

When you add new data to a prospect and use a new source, the source is now automatically added to existing wealth capacity formulas by default. You no longer have to manually update all of your capacity formulas to account for the new sources of wealth data.

For example, if you found out that a prospect owns a property that's not in Core Logic because it doesn't match the prospect's name and mailing address, you can manually add the property information and add the new source of the information.

In Prospects, under Configuration, click Capacity formula management. On the Assets tab, when you edit a capacity formula you can see that for real estate, in the Data source(s) to include field, the new data source has been added and selected automatically. This ensures that the prospect's wealth capacity is updated based on the new information you provided.

 

If your wealth capacity formula doesn't include real estate in the calculation, this new source selected will not affect the formula.

Thanks to your feedback, we hope this small change can make you more efficient as you add new data to your prospect records.

Target Analytics Data Updates

Since our 4.9 release, we have refreshed the data for NOZA, Federal Elections Commission (FEC), and Dun & Bradstreet in our Target Analytics database.

Now, when you perform WealthPoint screenings on a prospect’s wealth and ratings record, or when you perform a screening on your research lists, you'll have the latest philanthropic gifts, political donations, and business information.

Introducing the Blackbaud Omnibar

In this release of ResearchPoint, we will be updating all ResearchPoint sites in waves to the Blackbaud Omnibar with single sign-on support. This means at first you will not notice any changes to how you log in. Then, in small groups we will update you. This enables us to be fully available to help you upgrade, should you need us.  Our upgrade waves for the Blackbaud Omnibar will start in September.  Stay tuned in the coming weeks as we post more information about what single sign-on means for you.

Need a PDF version of these release notes? View and save a printer-friendly copy of the new features!