The main system role, this role grants users access to features used to determine prospect qualifications. Rights include but are not limited to adding, editing, and managing constituent records; searching for Wealth Information; importing and exporting data; and using advance features such as Mapping and Prospect Analysis dashboards.
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Task name |
Task description |
Functional area |
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Add a group |
Add a new group constituent. |
Prospects |
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Add a household |
Add a new household constituent. |
Prospects |
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Add a prospect research request |
Add a new prospect research request. |
Prospects |
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Add an individual |
Add a new individual constituent. |
Prospects |
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Add an organization |
Add a new organization constituent. |
Prospects |
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Ad-hoc query search |
Search for an ad-hoc query and view the results. |
Analysis |
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Batch entry |
Manage batches through all stages of the batch workflow. |
Administration |
|
Community |
Launch browser and participate in ResearchPoint Community blogs, user forums, and Idea Bank. |
Prospects |
|
Constituent density map |
Create a heat map of selected constituent addresses to help determine the location of most prospects. |
Mapping |
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Constituent search |
Search for and view constituent records. |
Prospects |
|
Export |
Create and manage exports of query results. |
Administration |
|
Import |
Create and manage imports into batch. |
Administration |
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Manage research groups |
Create, populate and view research groups. |
Prospects |
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Mapping |
Interactively map records based on their geographical locations. |
Prospects |
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My prospect research page |
View my prospect research area. |
Prospects |
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Organization search |
Search for and view organization constituent records. |
Prospects |
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Product news |
Launch browser to read about ResearchPoint product news, release notes, and The Prospector. |
Prospects |
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Prospect analysis |
Analyze and segment prospects based on data modeling. |
Prospects |
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Prospect Quick Search |
Search for new prospects using partial information. |
Prospects |
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Query |
Create and manage queries. |
Analysis |
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Search The Raiser's Edge |
Search for a Raiser's Edge constituent to add or link. |
Prospects |
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Target Analytics events |
Launch browser and learn about upcoming Target Analytics webinars, seminars, and conferences. |
Prospects |
|
The Raiser's Edge integration |
Configure the settings for integration with The Raiser's Edge. |
Prospects |
|
Training |
Launch browser and open the ResearchPoint eLearning Library to view training videos. |
Prospects |
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User guides |
Launch browser to view the ResearchPoint Admin, Data, and Prospect Management Guides. |
Prospects |
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Wealth and ratings data |
Configure WealthPoint searches and ratings. |
Prospects |
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Wealth capacity formula management |
Manage wealth capacity formulas. |
Prospects |
| Match settings (batch/import) | Set constituent match settings | Batch and Import |