If you are creating a new request, “New” defaults in this field and cannot be changed. After the request is saved, the status is changed to “Pending.” This field displays the current status of your request and cannot be edited from the Research Request tool.

The available record types on which to base your request are. For example, a constituent or a Research List.

If in the Record type field you select Research List a new field appears. Select the group you want to research. All prospects included in the group display in the Prospect names grid. The number of constituents included in the grid is capped at 500.

If in the Record type field you selected “Individual” or “Organization,” in this field enter or search for the existing individual or organization constituent you want to include in your research request. Click the search icon in the field to access the search screen if you want to search for the constituent. You can enter multiple constituents in this grid.

If in the Record type field you selected “Research List,” the constituents included in the Research List populate the grid. To remove a constituent, select the constituent name and click Delete on your keyboard.

Select a priority for the request. Priorities are created in Code tables in Administration.

Select a date by which you need the requested information. The default date is two weeks from the current date.

Select the type of information you need on the constituents. For example, “Full Profile” or “Financial Profile.” Types are created in Code tables in Administration.

Select a reason for the request. Reasons are created in Code tables in Administration.

Enter or select the names of the individuals requesting the information. Click the search icon in the respective field to access the Constituent search screen.

Both fields default to the constituent name linked to the application user entering the request, but the entries can be changed.

Enter any additional information you want to include with the request.