Edit an existing prospect research request from the Competed Requests tab of the Research Request Management page

1. From the Prospects page, click My prospect research page. The Research Request Management page appears.
2. Select the Completed Requests tab.
3. In the Completed research requests grid, select the request you want to edit.
4. Click Edit. The Edit a prospect research request screen appears.
5. The constituent’s Status and Record type cannot be changed. You can change the following options: Priority, Due date, Research type, Request reason, Requested by, Submitted by, and Notes. For information about these options, see Add a Prospect Research Request Screen.
6. Select Copy research request information to linked individuals requests if you want the information in the edit form copied to any of the individual requests created off the main request. The information copies if those individual requests are linked and not completed or canceled.
7. Click Save to save the changes.

 

 

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