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 designate as “Complete.” |
4. | Click Complete request. A confirmation screen appears. |
5. | Click Yes. The status changes to “Complete,” and the request is moved from the Request Queue tab to the Completed Requests tab. In addition, the Research Request tab on the requesting/submitting fundraiser record now displays the request as “Complete.” |