Cancel a Specific Prospect Request

After you create and submit a request, you can cancel a selected prospect included in the request. This keeps the existing request in place but removes the selected prospect.

Warning: After you cancel a request, the cancel action cannot be undone.

To cancel a specific prospect from an existing prospect research request, from the Research Request page, select the Prospects tab. In the Prospects grid, select the prospect you want to cancel and click Cancel. A confirmation screen appears. Select a Reason for canceling the request and enter any necessary Notes. Reasons are created in Code tables in Administration. Click Save to complete the process. The canceled constituent is removed from the Prospects grid.

 

 

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