ResearchPoint April 2017 (4.95) Release

Sandra Stagner
Sandra Stagner
Ninth Anniversary Participant Facilitator 1
in ResearchPoint™ Blog
This past weekend (April 15), we updated ResearchPoint standalone customers to the April 2017 (4.95) release. Here's a summary of the new features.

New Constituent and Model Score Update Batch Template

We've created a new batch template to add and update constituent records and model scores in one import, which saves you time and makes importing records more efficient. We are currently updating the Data Screening Bundle process to also use this new template as we work to streamline this service and eliminate possible exceptions that can occur when doing multiple imports. 

You can use the Constituent and Model Score Update Batch template to import the following fields:
  • Constituent attributes
  • Model Scores and Ratings attributes
  • Spouse attributes
  • System model scores
  • Existing fields in the Constituent Update Batch template 
Date Added Column Available on Records with Constituent Attributes

Records that have Constituent Attributes now have a Date added column that shows when the attribute was added. We made this enhancement because of a request from our Healthcare users who have multiple attributes populated for multiple dates. 

This provides a solution for differentiating which attributes were added on which date.

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In addition, you can also now select Date added as a query filter and output field for segmentation and exporting.

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Upcoming Updates to ResearchPoint

We're continuing to make improvements behind the scenes for new functionality that we'll be releasing in 2017. We're excited to

tell you about the merge capability we're currently developing. This feature will give you the ability to merge duplicate constituent prospect records in your system. This has been a longtime request from users in our community, and we are excited to finally work to deliver on this request. Look for this new functionality in ResearchPoint in 2017! Any questions or have feedback? Log in to the Target Analytics Community and share your thoughts.

Target Analytics Data Updates

Since our 4.94 release, we have refreshed the data for Experian, NOZA, Federal Elections Commission (FEC), GuideStar, 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 self-reported biographical data, philanthropic gifts, political donations, nonprofit and foundation affiliations, 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!
 

 

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