ResearchPoint v1.6 is released - November 9!
New Batch Types
We significantly improved the data import process in this release, including the ability to edit or append constituent data, modeling scores, educational history, and giving summary information.
To accommodate these improvements, we added several new batch types:
- Constituent Update Batch: Updates and adds records based on information included in an import file or batch. When importing, to identify existing records, the import process compares the record ID included in the import file to system lookup IDs and alternate lookup IDs.
- Modeling and Propensity Update Batch: Updates constituent modeling and propensity data based on information included in an import file or batch. When importing, to identify existing records, the import process compares the record ID included in the import file to system lookup IDs and alternate lookup IDs.
- Giving Summary Update Batch: Updates constituent giving history data based on information included in an import file or batch. When importing, to identify existing records, the import process compares the record ID included in the import file to system lookup IDs and alternate lookup IDs.
- Education History Update Batch: Updates constituent education history data based on information included in an import file or batch. This batch type also allows you to update spouse education information. When importing, to identify existing records, the import process compares the record ID included in the import file to system lookup IDs and alternate lookup IDs.
All four batch types are available in Batch Entry. For more information, see the Batch Entry and the Import chapters in Data Management.
New Fields in Query
- The Prospect manager, Research status, WealthPoint search date, and WealthPoint updates enabled fields are now available in Query.
Research Group Report Added
- You can now prepare and print prospect research reports for all members of a research group.
Automatic Logout Disabled
- In ResearchPoint 1.6, we disabled the automatic logout feature to improve usability. To ensure data security and privacy, application users do need to make sure they close their Web browser after using ResearchPoint on a public machine.