January Challenge: What's your favorite product tip/trick?

Crystal Bruce
Crystal Bruce admin
Tenth Anniversary Kudos 5 December 2025 Monthly Challenge First Reply
in ResearchPoint™ General Discussions

This month, we want to hear from you about your favorite product tip/trick that you use to make your work life easier and more productive.

Maybe you have a shortcut that saves you time, a feature that enhances your workflow, or a creative way to use our products that others might not know about. Whatever it is, we would love to learn from you and see how you use our products to achieve your goals.

To participate, simply reply to this post with your favorite product tip/trick and explain how it helps you. You can also comment on other members' posts and ask questions or give feedback.

The more we share, the more we grow as a community!

Comments

  • Jennifer Vincent
    Jennifer Vincent
    Eighth Anniversary Kudos 3 Name Dropper Participant

    @Crystal Bruce With my experience in prospect development I was tasked with figuring out how to have a “portfolio A” and “portfolio B” to help my major gift officers stay focused on their primary portfolio. One area that was tripping them up were the people they wanted to build a relationship with, but weren't actively focused on. My team and I developed a method using a new Action Type called “Lead” that tracked that part of the development portfolio in a transparent way - while also allowing me to declutter their assigned portfolio to keep them focused on those actively moving through the pipeline. Is anyone else doing it this way?

  • Sherry Aldrich
    Sherry Aldrich
    Ninth Anniversary Kudos 1 Name Dropper Participant

    @Crystal Bruce I love the ability to import the assigned fundraiser / solicitor from RE and have it displayed in my research point list. Its easy to see if we have identified people but have not yet assigned them. It would be perfect if i could assign in research point and push back to RE. But for now this is very helpful

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