Change the researcher currently assigned to an open research request

1. From the Prospects page, click My prospect research page. The Research Request Management page appears.
2. Select the Request Queue tab. All open requests display in the Open research requests grid.
3. Select the request you want to change.
4. Click Change status and select Assigned. The Assign request to a researcher screen appears displaying the researcher currently assigned.
5. In the Researcher field, select the new fundraiser you want to assign as a researcher for this request. Click the search icon in the field to access the Fundraiser Search screen.
6. If you want all individuals included in the request assigned to this researcher, select Assign individual requests to the same researcher. If you would rather assign each individual separately, do not select this option. You can assign each individual request from the Individual Requests tab on the Research Request Management page.
7. Click Save to return to the Individual Requests tab.

 

 

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