After a gift officer submits a research request, the prospect research department accesses and manges the requests from the Research Request Management page. This page is accessed by clicking My prospect research page from Prospects or by clicking My prospect research page from the Research Request page.
Depending on your role and security settings you may see only research requests assigned to you or you may see all assignments.
From this page, you manage both pieces of the research request - the main request and the individuals included in the main request. You also can track completed requests from this page.
• | For information on managing the main requests, which includes all individuals included in the request, see Open Requests. |
• | For information on managing the individual requests included within a main request, see Open Individual Request. |
• | For information on tracking completed requests, see Completed Requests. |