We screened individuals with Fundraising Essential in 2013-15, and the data from Raiser's Edge including giving, addresses, etc. is still from that time. We stopped using ResearchPoint in 2017, but we want to be able to use it with current giving and address information. Can someone please advise on how I can update the…
What do the various fields mean? There must be a list somewhere but I haven't found it. I want a list that defines the export fields. For instance: Are “total confirmed assets” gross or net? Is “major giving capacity value” the prospect's capacity over the course of one year, or how many years? What is “income identified”…
Hello Everyone, Is anyone else using a Grateful Patient program that exports Epic patient data to a WEBI universe? We're encountering an issue with the formats supported by WEBI reports and its scheduling tool. The Blackbaud Grateful Patient Program only accepts CSV or pipe-delimited files, but the scheduler in WEBI can…
Get excited...the Blackbaud Product Update Briefings are happening November 12-15th! Our Product Update Briefings showcase recent innovations and preview future plans, including many features and functionality sourced from community member ideas. Register today for the Product Update Briefings and after you watch them we’d…
We can customize the research reports in ResearchPoint, which is great if you use those. Is there a way to do the same thing for selecting and displaying the columns we like to use in our Research Lists in ResearchPoint Prospects? I spend a lot of time moving columns. Surely there's an easier, better way?! I can't find…
I am trying to hurry and learn all of research point to start our capital campaign. I really need help and I have an extremely hard time with the customer service people. If anyone can please help me let me know! I would much appreciate the help!!
An important reminder: the deadline to nominate your organization for the Blackbaud Impact Awards is Friday, July 12th! Our six award categories celebrate a variety of accomplishments, and we wanted to highlight one specific category for data-driven organizations like yours: The Data Strategist Award. This award recognizes…
Hello Everyone! Over the past year, we have been hosting quarterly ResearchPoint Product Tours to introduce ResearchPoint to those who are new to the product, and refresh current users on some of basics of the program. We have covered the basics of screening records through WealthPoint, creating queries and research lists…
Blackbaud Product Update Briefings start this week and run through May 2nd. They showcase recent innovations and preview future plans including many features and functionality sourced from community member ideas. We’d love to hear about what you’ve learned, what you are most excited about, or any other feedback you have…
Using RE Queries for Research Lists is no longer working. When I attempt to bring in the query to do a wealth screening, I get the following error message: I spoke with support and they told me that this was the effect of a single record. I've since tried other scans and the same thing happens. Suffice to say, it's not a…
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