ResearchPoint Online User Clinics: Navigating Prospect Records November 2, Host: Kelly Dewald, Implementation Consultant
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2 ResearchPoint Online User Clinics: Navigating Prospect Records November 2, 2010 Host: Kelly Dewald, Implementation Consultant Page #2
3 Q&A and Technical Assistance To submit a text question: 1) Click the Q&A pane 2) Type your question 3) Click the Ask button Note: Use the scroll button to scroll to your answer if necessary. For technical assistance connecting: Intercall: Live Meeting: Note: These numbers are for technical assistance. They are not the call-in numbers to listen to the event. Page #3
4 Agenda Welcome and Introductions Blackbaud News and Updates Navigating Prospect Records in ResearchPoint Presentation Upcoming Web Events How Blackbaud Can Help Q&A Page #4
5 Blackbaud News and Updates Release Information August 2010 version 2.7 released Blackbaud Online User Clinic Extended Networks (Relationships): We ve expanded the results of WealthPoint searches to include D&B and GuideStar extended relationships, such as other executives and board members. GuideStar has been updated to include new summary wealth fields and unique views for Revenue, Assets, and contact information. Prospect Quick Search has a new match code (PQS) to help you identify records added by the Prospect Quick Search process Page #5
6 ResearchPoint Online User Clinics: Navigating Prospect Records November 2, 2010 Host: Kelly Dewald, Implementation Consultant Page #6
7 Understanding Prospect Navigation Access functional areas of a prospect record Understand where features and tools are found Wealth and Ratings view vs. Constituent view View and edit personal details Utilize links and shortcuts Feel comfortable moving around in ResearchPoint Page #7
8 Accessing a prospect record Page #8
9 Two Ways to View a Prospect Wealth and Ratings View Manage wealth summary and detail Add/edit wealth records Print research report View wealth capacity Manage custom scores and ratings Link with The Raiser s Edge Constituent View Manage contact information Edit biographical details Add education history Manage constituent codes and attributes Store notes and prospect narratives Upload prospect picture Link spouse and relationships Page #9
10 Page #10
11 Giving Summary Page #11
12 Wealth Details Page #12
13 Page #13
14 Name Friend Birth date Parent Gender Board College Address Interests Alum Degree Notes Phone Demographics Individuals Employee Class of Media Links Alternate IDs Organizations Member Student Activities Attachments Membership Dietary Preference Interests Committees Page #14
15 Personal Information Page #15
16 Documentation Page #16
17 Navigation Notes Remember: Use Back & Forward buttons to retrace your steps Prospects Area -> Recently Viewed File -> New Window (or CTRL+N) F5 to refresh the screen Most navigation options are on the left side of the screen ing out a page will close ResearchPoint Add Edit Delete are found on each page All hyperlinks will re-direct to additional details Page #17
18 ResearchPoint Online User Clinics Topic Date Screening Prospects and Donors for Wealth 12/9/2010 Prospect Quick Search 1/11/2011 Page #18
19 Upcoming Web Seminars FOR NEW USERS: ResearchPoint Tips and Tricks: Crystal & Bronze November 9 at 3:00 pm ET December 7 at 1:00 pm ET FOR NEW USERS: ResearchPoint Tips and Tricks: Silver & Gold November 9 at 1:00 pm ET December 7 at 1:00 pm ET For Canadian Nonprofits: Boost Fundraising Results with Target Analytics December 1 at 1:00 pm ET For a schedule of all upcoming web seminars or to register, go to Page #19
20 Customer Resources Idea Bank An online suggestion tool in which you can post software suggestions, vote for those most important to you, and add and review comments. The Prospector Newsletter We publish support newsletters to keep you informed about the latest software information and share tips for using your software effectively. We encourage all software users to subscribe to these resources. The Prospector Blog - The official blog of our prospect research products. Check the Blogs for insights into Blackbaud products, nonprofit technology, and web culture. Page #20
21 Customer Resources (cont d) Customer Support You are at the heart of everything we do, and we take pride in giving you the industry s best support. Access our Knowledgebase, User Guides, FAQs, and contact us via , Case Central, or by speaking with a live support representative. Forums - Our forums are a gathering place for everyone in the nonprofit community to exchange ideas. We encourage all software users to participate and all posts are publicly available. Visit the Target Analytics Forums - Page #21
22 How Blackbaud Can Help Contact Blackbaud Support for more information on: Additional Modules: Multiple module purchases and bundled training Training Services: Blackbaud Learn Hosting Services: Blackbaud Application Hosting Consulting Services: Conversions, customizations Data Enrichment Services: Identify, rate, and qualify your best prospects or call for assistance. Page #22
23 Questions? Phone: Thank you for joining us! Page #23
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