Relationships / Network Connections question
We often export network connections from the Affiliations tab in Research Point to aid in relationship mapping. The excel document includes individual names from organizations that our prospect served on (confirmed boards and foundations).
We notice that the Lookup Field in the export file is not always populated even though it is someone that is in our Raiser's Edge database. Since RE and RP synch data, we don't understand why the RE ID is missing from the relationship / network connection document. We realize there may be instances of Head of Household in RE being different than the screening in RP but why are they missed if it is the same in both systems?
Thanks for any insights or workarounds.
Answers
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Hi @Constance Kristofik I am checking with my team on this!
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