ResearchPoint User Guides

To search a guide for a specific word or phrase, press CTRL+F to open the Find screen, enter the word, and click Find. We recommend you download user guides larger than 300K: right-click the link to the guide and select Save Target As. To purchase printed copies, email manualrequest@blackbaud.com.

 Did you know answers to your software questions are right at your fingertips? While working in the software, press F1 on your keyboard to open an extensive help file. Type keywords in the help file’s search field to find specific information about a process or function.

What do you think of our user guides and help files? Take our quick online survey to be entered into a drawing for a $25 Amazon gift certificate.

• Release Notes August 15, 2011
  This html file lists all new features and improvements made in this release of ResearchPoint.

• ResearchPoint;Quick Reference (PDF 182KB) August 16, 2011
  This document provides quick, task-based answers to common questions about ResearchPoint: how to reset user passwords, how to add a new user, how to edit biographical information, and much more.

• Administration Guide (PDF 2.88M) August 16, 2011
  This guide covers all Administration page functionality, such as System Roles and Application Users.

• Query and Export Guide (PDF 1.96M) September, 20, 2011
  This guide covers all Query and Export functionality.

• Batch and Import Guide (PDF 5.34M) September, 20, 2011
  This guide covers all Batch and Import functionality.

• Mapping Guide (PDF 288KB) September, 20, 2011
  This guide covers all Mapping functionality. With Mapping you geographically locate prospects and constituents on an interactive map. The functionality is powered by Microsoft Bing Maps.

• Prospect & Wealth Management Guide (PDF 3.7M) September, 20, 2011
  This guide helps you navigate in Prospects. It includes information about constituent records, research groups, wealth and ratings data management, and integration with The Raiser’s Edge.

Video Tutorials

We are currenlty working on additional ResearchPoint tutorials. Please let us know if there is a process for which you would like to see a video. Send your request to docs@blackbaud.com.

• Prospect Research Report Template: This tutorial shows you how to create a research report template, apply the template to your report, and edit the template without leaving the report page.