I'm relatively new to Blackbaud software and I'm still getting the hang of using the available features. My organization also uses Tessitura as a separate database, and I'm looking to create a research list within RP by using a .csv file of Lookup IDs from Tessitura (we made sure Lookup IDs match across platforms). Is this…
This month, we want to hear from you about your favorite product tip/trick that you use to make your work life easier and more productive. Maybe you have a shortcut that saves you time, a feature that enhances your workflow, or a creative way to use our products that others might not know about. Whatever it is, we would…
We just purchased ResearchPoint and then discovered that you have to pay more to take the training. I would love some suggestions on how I can learn this product without having to pay for training. Can I say that it is ridiculous that you have to pay extra for training!
Hello all! Curious if anyone has used the Affluence Wealth Segmentation ratings to build a strategic marketing plan for your organization?
Just a friendly reminder that the deadline to nominate yourself or a fellow community member to the 2024 Community All-Star cohort is this Friday (November 17th). All-Stars are the community's most engaged and helpful members who are passionate about their Blackbaud product(s) and freely share their knowledge and answer…
Hi, I see that primary business job title is a column option in ResearchPoint, and yet that is not a field that syncs from RE (where we have that information) to RP (where I would also like to see it). Why is it a column if you can't sync data into it? Please add the ability to sync the data.
Hi All! We are looking to expand into a Text to Give type platform or some type of texting to give capability. Just wondering what you all are using if you do this? Thank you!! Tammi Franzen
Hi all! Is there a way to upload a document to quick screen? I have a list of names that I need screened. I am looking for the the easiest way to do this!
Hello! Have any of you had the issue of running a “fresh” wealth screening for a prospect who already has one. When I try to re-sync the data from RP into RE, it doesn't go. I don't get an error reading in RP but the new rating does not appear in Raiser's Edge (I use Database View).
How do I sync primary solicitor information from RE so that it shows up as the prospect manager in ResearchPoint? It looks like everything's set up correctly in “Configure the Raiser's Edge Integration fields,” but the prospect manager information isn't showing up in ResearchPoint. I'm completely new to ResearchPoint--does…
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