ResearchPoint Q4 Release

Anthony Pisano

A few weeks ago, we released a new version of ResearchPoint. This release focused on updates to the Prospect Research Report. Please take a look at a few highlights below and comment with feedback.Reports are used in a variety of ways and we wanted to make a few enhancements that would add even more value as you are generating profiles for your records in ResearchPoint.


First, we've long had a request to allow you to add your organization's logo to the report. This adds a more professional touch. To do this, we implemented an "Advanced Settings" link that pops open a box where you can upload and position an image.


Also as part of this, we wanted to add in a "Confidential" indicator for your report. Both are in the screenshot below:




Lastly, we wanted to add a few fields to further detail someone's capacity and wealth. Historically, we only included Major Giving Capacity and Estimated Wealth Ranges. In this release, we added Major Giving Capacity Value and Estimated Wealth Value. Now if someone has $50 million we will tell you that instead of just "$1 million " because these people are vastly different.


For a full PDF on the Q4 release, click here to download our Release Notes.