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ResearchPoint Q1 2018 (February) Release

This past weekend (February 11), we updated ResearchPoint standalone customers to the Q1 2018 release. Here's a summary of the new features. 

Last Sync Date added to Records

To enable researchers to see when they last synced a record with Raiser's Edge, we've added the last sync date in ResearchPoint records. In your task list, the date of the last sync with Raiser's Edge displays after the Sync with RE task. Researchers can now see at a glance if the information is out of date and if they need to sync the data. 


Updates to Features in ResearchPoint Subscription Levels

We've updated the ResearchPoint subscriptions to include Advanced Giving Matching in all levels. Previously, this feature was only available in Essentials and Professional subscription packages. Now, Advanced Giving Matching — name and address matching to philanthropic gifts found in the NOZA database — is also available in the Starter subscription package.

In addition, results from searching the Prospecting Database now display in all tiles for all subscription levels. Previously, when you searched the Target Analytics prospecting database, the data that displayed in the tiles in the search results grid depended on your subscription level.  Now, when you search for new prospects, all tiles display additional prospect information regardless of your subscription level.

System Readiness for Transport Layer Security (TLS) Support

The connection to your ResearchPoint site is encrypted and authenticated using the default protocol Transport Layer Security (TLS). Starting March 15, 2018, TLS v1.0 protocol will be deprecated. At that time, all customers connecting to a hosted ResearchPoint site will be required to use an operating system and browser that's compatible with TLS v1.1 or higher. 

For more detailed information, including a list of compatible operating systems and browsers, refer to the Action: Upgrade for PCI Compliance site. 

Prospect Research Requests now in Target Record after Merge

We resolved an issue with prospect research requests when merging two constituents. Previously, the prospect research requests were not being transferred from the source record to the target record as expected when duplicate constituent records were merged. Now, with this fix, the target record correctly includes the prospect research requests from the source record after the merge.

Target Analytics Data Updates

Since our 4.98 release, we have refreshed the data for NOZA, GuideStar, Experian, Larkspur, Federal Elections Commission (FEC), and Thomson Reuters Business Intelligence (TRBI) 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, nonprofit and foundation affiliations, self-reported biographical data, comprehensive wealth information, political donations, and income records.

ResearchPoint Feedback

Do you want to influence the direction of the product? You can in the Target Analytics Community. We're there with you in the community and we're listening for which features you want added or which existing functionality needs to be improved. You can add a new idea, vote for ideas you want to see implemented, or respond to an existing idea with comments about what you need specifically. The more you tell us, the better we can prioritize and design the product around your organization’s needs. How do ideas get implemented? Ideas with the most likes are more heavily favored when we consider what we should put on our roadmap for ResearchPoint. To see all the current user-posted ideas, from the Target Analytics Community home page, in the Navigation Menu, click Ideas. We look forward to hearing from you on how you need ResearchPoint improved!  

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

Posted by Sandra Stagner on Feb 12, 2018 4:52 PM America/New_York