would be helpful to have our logo or header print on the prospect report

Currently one can sort data during verification (i.e., by state) but once you verify/reject a selection or set of selections, all data on that screen reverts to its original order.

Unable to merge constituent records - it must be done manually at this time. Doable, but tedious.

Filed on behalf of Cincinnati Zoo.
Client would like to be able to have a user group where users can submit individual WealthPoint searches but will not have the ability to submit a research group for a batch search.

There needs to be a way to update changes in solicitor assignment from Raiser's Edge to ResearchPoint. At this point it has to be done manually. I have at least 16 solicitors with portfolios and there are constant changes. It takes hours to make sure everything is correct in RP at this time. The lack of integration is a definite minus for this product.

Currently, when you run a Prospect Research Report, it suppresses all of the details on many of the data entries that it finds (for example, if it finds a charitable donation to an organization, it just lists the org name and year of the gift, and you have to click on the plus button to view more details about the gift). In order to view those details, I'm told that the only option is to go through one-by-one and expand each entry. There should be a one-click button to expand or suppress all of the entries.

Recommended by Univ of Michigan researchers. This will prevent the need to click back to the main wealth & ratings screen - or even to the constituent view - to check these things while verifying wealth data.

Such as philanthropic gifts so that dates, amts can be updated/changed without reentering the organization info, name, etc. again.

In importing a batch my data included record type as household. Not realizing that records should be imported as individuals and not households I imported the data as I received it. After importing I checked a few of the records to find that first names were not part of the record. Now my project is on hold, and may not be completed in time as I can't import again until this batch is gone.

Many of our prospects have secondary addresses. WealthPoint OnTime and ResearchPoint does not screen the secondary address and it would be very helpful if it can. In Research Point, when I put in multiple addresses, the WealthPoint Updates does not return the Property Valuation on all the homes. I currently have to set one address as the "Primary Address" and when it comes back with the Property Valuation on that home, I then have to change the secondary address to be the Primary Address and run the WealthPoint Update again to pull in the Property Valuation on the second home.

We need RP to work with our Citrix environment in order to actually use what was marketed to us -- "the ability to sync and update with RE."

My DOs need to be able to run someone through WP, but I don't want them to be able to confirm/reject. They need to be able to run their own queries and make selections/groups, but without all the power of the prospect researcher. They should not be able to put groups through WP.

Currently, if you want to pull a list of everyone in RP who is linked to RE, you have to query a field that was brought in when syncing.

This is not always easy to find. Adding something to query such as "linked to RE" or the ability to query "Last Sync Date" would suffice.

Allow the capacity ratings ranges to be modified so we can match them with our own internal bins. Right now I have to export data to MS Access and use a formula to convert into our ranges.