Manage Prospect Research Requests

Prospect research requests inform individuals in your organization responsible for prospect research that you need more information on a specific constituent or members of a Research List. The request form allows you to enter details including priority, reason, and notes to justify your request. Once the request is created and saved, the individuals responsible for prioritizing the requests can access and act upon the request. The individual responsible for submitting or requesting the research can track its progress from the Research Requests tab on the fundraiser record.

To access your fundraiser record, from Prospects, select My fundraiser page.

The Research requests grid at the top of the tab summarizes each request, displaying date, status, record type, number of constituents, type of research requested, and researcher information. The detail view near the bottom half of the tab displays all information included on the request form, such as priority and submitted by.