Edit a specific constituent from an existing prospect research request from the Research Request Management page

1. From the Prospects page, click My prospect research page. The Research Request Management page appears.
2. Select the Individual Requests tab.
3. Click Edit. The edit screen appears.
4. The constituent’s Status cannot be changed. You can change the following options: Priority, Due date, Research type, Request reason, and Notes. For information about these options, see Add a Prospect Research Request Screen
5. Click Save to save the changes.

 

 

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