Generally a view-only role, this role allows users to review the data in the system but not enter any changes to the data. The Development Officer can run constituent searches, view data, print prospect profiles, and execute some general queries. In addition, the advanced role allows access to search and review prospects, and access research lists, research groups, and the individual screen.
|
Task name |
Task description |
Functional area |
|
Add a prospect research request |
Add a new prospect research request. |
Prospects |
| Run prospect search | Search all existing ResearchPoint prospects; any integrated Raiser's Edge databases; and the external Target Analytics database. Role does not allow user to add or modify data. | Prospects |
| View Research Lists | View only | Prospects |
| View Research groups | View only | Prospects |
|
Ad-hoc query search |
Search for an ad-hoc query and view the results. |
Analysis |
|
Community |
Launch browser and participate in ResearchPoint Community blogs, user forums, and Idea Bank. |
Prospects |
|
Constituent search |
Search for and view constituent records. |
Prospects |
|
My fundraiser page |
View my major giving area. |
Prospects |
|
Organization search |
Search for and view organization constituent records. |
Prospects |
|
Product news |
Launch browser to read about ResearchPoint product news, release notes, and The Prospector. |
Prospects |
|
Prospect analysis |
Analyze and segment prospects based on data modeling. |
Prospects |
|
Query |
Create and manage queries. |
Analysis |
|
Target Analytics events |
Launch browser and learn about upcoming Target Analytics webinars, seminars, and conferences. |
Prospects |
|
Training |
Launch browser and open the ResearchPoint eLearning Library to view training videos. |
Prospects |
|
User guides |
Launch browser to view the ResearchPoint Admin, Data, and Prospect Management Guides. |
Prospects |