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
Blackbaud Target Analytics®
Event Attendees
32
Going
4
Interested
0
Invited
Event Comments
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.