Track Constituent Research Requests

You can track research request statuses from all application pages related to the constituent that is affected by the request. For example, from the constituent’s Wealth and Ratings page, a message box appears near the top of the page announcing a request is open.

Select on the message box to open the notifications screen.

You can also access this information from the constituent record, volunteer record, event registrant record, and so on. This allows users in all areas of the application to know when a research request has been issued for a constituent.