ResearchPoint September 2017 (4.97) Release

Sandra Stagner

This past weekend (September 9), we updated ResearchPoint standalone customers to the September 2017 (4.97) release. Here's a summary of the new features. 


 Giving Data included in Wealth Capacity Formula

In this release, you can now include giving data — from NOZA, FEC, and individual giving — in the wealth capacity calculation. The Add capacity formula screen and Edit capacity formula screen now include a Giving tab that you can use to  specify one or more types of data to include in the calculation:

• Philanthropic gifts – Uses giving data from NOZA
• Political donations – Uses giving data from Federal Election Commission (FEC)
• Giving to my organization – Uses giving data synchronized from Raiser's Edge or manually entered in the Giving to my Organization section on the Wealth and Ratings page

On the Prospects page, select Capacity formula management under Configuration. On the Capacity Formula Management page, select Add to add a new capacity formula — or select an existing formula's menu and select Edit — then select the Giving tab.


 
For the Philanthropic gifts and Political donations settings, you can select which data sources to include, select whether to include only confirmed sources, and customize the mathematical formula. For the Giving to my organization setting, you can select the value to use in the calculation, then customize the mathematical formula. For example, you can multiply a prospect's wealth value by greater or less than 1.000 to increase or decrease an aspect of wealth.

On the prospect's Wealth Summary tab, under Giving capacity, the major giving capacity basis is now shown. 


For more details about adding and editing wealth capacity formulas, see the ResearchPoint online help. 

Changes to Single Sign-on (SSO)

ResearchPoint now supports two-step authentication with your Blackbaud ID.

While your email address and password help secure your Blackbaud ID used to sign in to ResearchPoint, you can now add an extra layer of security! With two-step authentication, your Blackbaud ID requires a unique verification code — received on your personal device, to confirm your identity — in addition to your usual credentials.

To add this extra layer of security, select the Welcome drop-down in the omnibar, then select Blackbaud ID profile. Under Two-step authentication, select Turn on. When you turn on two-step authentication, you can choose:

• How to receive your verification codes — as text messages, or through a mobile authenticator such as Google Authenticator or Auth0 Guardian.
• Whether to exempt a device and browser — like one you frequently use — from requiring a verification code for 30 days.

If you have any trouble, check out the Troubleshoot Two-step Authentication Help.

Target Analytics Data Updates

Since our 4.96 release, we have refreshed the data for NOZA, CoreLogic, Dun & Bradstreet, 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, real estate assets, business assets, 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!