Records can be added before the screening is returned. When entering a record ensure to include the ID given to the data specialists goes into the Lookup ID field.  When the ProspectPoint screening is finished duplicates are matched on the Lookup ID so these must match.

    • Note:Any records that are added before the screening is returned will only receive the scoring information. Past Giving history, constituent codes, etc. will not be added to the existing record. Because of this adding records should be done sparingly. Blackbaud does not recommend adding all ProspectPoint records into ResearchPoint before the screening is returned.