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 reject. |
4. | Click Reject request. The Reject a prospect research request screen appears. |
5. | In the Reason field, select a reason for rejecting the request. Reasons are created in Code tables in Administration. |
6. | In the Comments box, enter any additional information you want to include with the rejected request. |
7. | Click Save. The status changes to “Rejected.” In addition, the Research Request tab on the requesting/submitting fundraiser record now displays the request as rejected. |