Before you sync model scores and wealth data from ResearchPoint to Raiser’s Edge, we encourage you to join us for an overview of the enhancements to the Blackbaud Raiser’s Edge®-ResearchPoint™ Integration released in Q2 2023. You will leave with a recommended action plan for how to manage the changes to your constituent records and to report on the newly formatted Ratings and/or Financial Information (if you have the RE:Search or Prospect Management module). This webinar is intended for organizations that have synchronized or intend to synchronize data between ResearchPoint and Raiser’s Edge or Raiser’s Edge NXT.
Takeaways:
- Translate previously synced ratings and financial information to the new field configuration and naming conventions in Raiser’s Edge
- Understand the impact on reporting on ratings and wealth data in Query, Export, Lists and Work Center in Raiser’s Edge and Raiser’s Edge NXT
- Develop an action plan to synchronize your models and/or wealth data from ResearchPoint and recommended data clean up in Raiser’s Edge
Date & Time
Wednesday June 14th, 2023 1:00pm EDT
End Date & Time
Wednesday June 14th, 2023 2:00pm EDT
Venue
Online - Registration Link: https://hello.blackbaud.com/Get-in-Sync-With-Integration.html
Category
ResearchPoint™
Event Attendees
35
Going
4
Interested
0
Invited
Event Comments
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Hi Shelley, may I have link to the recording? Thanks, Sandra Gresham
@Sandra Gresham, You will find the recording at the link below. You will need to register, then you will have access to the recording and all of the materials.
Will this webinar be recorded so I can view at a later date?
Yes, it will be recorded. I recommend registering even if you cannot attend that way you will get an email with the recording link.