Edit a Specific Prospect Request

After you create and submit a request, you can edit the request parameters for selected constituents included in the request. For example, if you submit a request for a Research List but you want a different Research type associated with one of the group members, you can make this change from the research request record. You can change Priority, Due date, Research type, Request reason, and Notes.

To access the research request record, from the Prospects page, click My fundraiser page under Prospect management. Your Fundraiser page appears displaying all research requests associated with your record. To edit a single prospect record included in the request, select the Prospects tab, expand the record you want to change, and click Edit. The Edit a prospect research request screen appears.

 

 

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