Raiser's Edge Tasks on a Prospect Record

From the Tasks pane on the prospect record, click Link with RE. The Raiser’s Edge constituent search screen appears. A number of the fields on this screen populate automatically, displaying information about the selected prospect.

If the program locates a potential match, the match appears in the grid. Select the record and click Open. The two records are linked, and you return to the Wealth and Ratings page.

Tip: If no potential match is located, modify the search criteria and try again. We recommend you cast a wider net with less strict criteria in case the information is slightly different in The Raiser's Edge.

If no match exists, click Add New from the Open screen. The record creates and links to the ResearchPoint prospect record.

To remove a link, from the Tasks pane, click Unlink with RE.

On the Biographical Information, Contact tab, you can view RE phones/emails/links and addresses below the prospect record's contact information. This information enables you to always see the latest contact information from The Raiser's Edge, no syncing required!

Do you want to make sure your development officers have the latest wealth information from ResearchPoint and your researchers have the latest constituent information from Raiser's Edge? After wealth screens or when you complete research on a prospect, from the Tasks pane, click Sync with RE to send the latest data from ResearchPoint to The Raiser's Edge and vice versa. You may also want to generate a prospect research report and email the development officer assigned to the prospect, especially if they have the potential for a major gift.

Tip: The information that syncs depends on the selections you chose when you configured integration. For more information on configuration, see Configure The Raiser's Edge Integration Fields.