Reject an open research requests

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.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research > Prospect Research Request Management > Manage Submitted Research Requests > Open Requests > Reject an open research requests