One-Stop Prospect Search and Add

The Search in ResearchPoint enables you to quickly open an existing prospect record or search for new prospects from the same page. This one-stop prospect search from one location not only saves you time but can help prevent duplicates.

We recommend you search your saved prospects first. Then, if the prospect is not found, you can also access the Target Analytics prospecting database and search for new prospects. If you find a new prospect in the search results, you can add and screen the record from the Search page.

Tip: If you integrate with The Raiser's Edge, you also have the option to search all saved prospects. This search will look for your prospect in both ResearchPoint and The Raiser's Edge at the same time.

The Target Analytics prospecting database is available for all subscription levels. Based on your subscription level, your search options and data access may vary. For information about how the subscription levels affect the Target Analytics prospecting database, review the subscription chart.

Did you search your saved prospects and the external prospecting database but didn't find your constituent? From the Search page, you can also manually add a new prospect record and screen.

Video: Want to learn about the Target Analytics Prospecting Database? Watch One-Stop Prospect Search and Add [6:32] and Deep Dive into the Target Analytics Search [9:09] to become a pro at finding and adding your prospects.

  1. From the Home page, select which database you want to search.

    • Search saved prospects - Searches for prospects already added to ResearchPoint.

    • Search all saved prospects - If you integrate with The Raiser's Edge, this option enables you to search for existing records in both ResearchPoint and The Raiser's Edge.

    • The Raiser's Edge only - If you integrate with The Raiser's Edge, this option enables you to open or add a constituent record in ResearchPoint.

      Tip: If a constituent record was previously added and linked from The Raiser's Edge to ResearchPoint, a "View RP" link appears for the search result. If the constituent record is not in ResearchPoint yet, an "Add to RP" link appears for the search result. All Raiser's Edge records in the search results grid will have a large RE icon in the search result row.

    • ResearchPoint only - If you integrate with The Raiser's Edge, this option enables you to search for prospects already added to ResearchPoint but does not search for existing constituent records in The Raiser's Edge.

    • Find new prospects - Searches for new prospects in the Target Analytics prospecting database.

  2. In the Name or ID... field, enter the prospect's ID or name. You do not have to provide the full name. For example, you can enter "smi" for Smith. However, wildcard characters such as "*" can only be used in the advanced search.

    Tip: To improve the search speeds when you search for new prospects in the Target Analytics prospecting database, include both the name and location.

  3. In the Location field, enter any location information you have for the prospect: city, state, zip code.

  4. To access additional search criteria, click Show advanced search.

  5. Click Search. The search results grid displays any records that satisfy your search criteria.