After you create and submit a research request, you can easily make any necessary changes to the request from the Research Request page. This page appears after you save a request or you can access it at any time from your fundraiser page.
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 record, expand the record you want to change, and click Edit. The Edit a prospect research request screen appears.
Note: Existing notes on individuals will not be overwritten.