Cancel an Existing Research Request

After you create and submit a request, you can cancel the entire request. This keeps the request in your system but changes the status to “Canceled.”

Warning: After you cancel a request, the cancel action cannot be undone.

To cancel an existing prospect research request, from the Prospects page, select My fundraiser page under Prospect management. Your Fundraiser page appears displaying all research requests associated with your record. Expand the record you want to cancel, and select Cancel. A confirmation screen appears. Select a Reason for canceling the request and enter any necessary Comments. Reasons are created in Code tables in Administration. Select Save to complete the process.