To simplify constituent management and enhance prospect research, users of the standalone version of ResearchPoint can integrate with The Raiser’s Edge [version 7.92 patch 5 or higher]. When you integrate, Raiser's Edge constituent records become the prioritized record of choice for biographical information and ResearchPoint prospect records become the prioritized record of choice for wealth information.
As of the August 2014 (3.17) release of ResearchPoint, the integration utilizes a new technology, Blackbaud Web Services, to enhance the way the databases work together. With these enhancements, the integration now provides more positive benefits than previously possible in the former integration. Because of the switch to Blackbaud Web Services, you need to re-configure your ResearchPoint and Raiser's Edge databases. However, the configuration enables the following positive benefits:
You do not have to install and use ResearchPoint and The Raiser’s Edge on the same workstation. When you configure, you only need access to your Raiser’s Edge database to obtain the database key and confirm the serial key matches.
You no longer have to use Internet Explorer only for ResearchPoint. You can use the latest version of your preferred Internet browser such as Chrome, Firefox, and Safari. If you are unsure if your browser is supported, we recommend you check the system requirements.
An improved user experience in how you update and keep the two databases synced. You have more choices in which information you want to sync between the two databases. We also provided new descriptions for each data option to sync.
To return the best results, ResearchPoint uses information from The Raiser’s Edge in individual and group wealth screens.
When you create a research list from a Raiser's Edge query or when you add records from a prospect search, we now automatically sync the newly linked records at the time the costituent records are added to ResearchPoint.
ResearchPoint Search of Raiser's Edge records
Raiser's Edge Data in Wealth Screens
Raiser's Edge Tasks on a Prospect Record
Prospect Information on a Constituent Record