Open Individual Request

All individual constituents associated with research requests are listed on the Individual Requests tab of the Research Request Management page. Unlike the Request Queue tab, the Individual Requests tab allows you to deal separately with each individual included in a request instead of the request as a whole.

  1. From the Prospects page, click My prospect research page. The Research Request Management page appears.

  2. Select the Individual Requests tab.

  3. Click Add. The Add a prospect research request screen appears. The fields included on this screen may vary slightly based on the Record type you select.

  4. Select the Record type for which you are requesting information. For example, Individual, Organization, or Research List.

  5. Depending on the Record type select, you next must select the constituent or Research List for which you want information. For example, if you select the “Research List” Record type, the Research List to include in request field appears. Search for and select the group. After you select the group, the Constituents to research grid populates to include all group members.

  6. The constituent or Research List for which you are requesting information must exist in your database before you can create a prospect research request.

  7. Enter any additional information you want to provide with the request, such as a priority, due date, or reason.

  8. Click Save. The constituents included in the request now display in the Open research requests grid.

  1. From the Prospects page, click My prospect research page. The Research Request Management page appears.

  2. Select the Individual Requests tab. All open requests display in the Open research requests grid.

  3. Select the request you want to assign.

  4. Click Change status and select Assigned. The Assign request to a researcher screen appears.

  5. In the Researcher field, select the fundraiser you want to assign as a researcher for this individual. If you are associated as a fundraiser with an application user in the system, your name defaults in the Researcher field, but the entry can be edited. Click the search icon in the field to access the Fundraiser Search screen.

  6. Click Save to return to the Individual Requests tab. The individual’s status is changed to “Assigned.”

  1. From the Prospects page, click My prospect research page. The Research Request Management page appears.

  2. Select the Individual Requests tab. All open individual requests display in the Open research requests grid.

  3. Click the drop down arrows next to the individual research request whose status you want to change.

  4. On the bar, click Change status. Select the status of the open individual research request.

    1. Pending: The Research Request tab on the requesting/submitting fundraiser record now displays the request as “Pending.”

    2. Assigned: The option to change the researcher assigned to the open individual research request appears. For more information, see Change the researcher currently assigned to an open individual research request.

    3. In progress: The Complete request option is also activated. In addition, the Research Request tab on the requesting/submitting fundraiser record now displays the request as “In progress.”

      Note: In order to change the status of an open individual research request, you must be the researcher assigned to the request.

  1. From the Prospects page, click My prospect research page. The Research Request Management page appears.

  2. Select the Individual Request tab. All open individual requests display in the Open research requests grid.

  3. Select the request you want to designate as “Complete.”

  4. Click Complete request. The Complete prospect research request screen appears.

  5. Record information about how the research was completed:

    • Total research hours: The total amount of time spent completing the research.

    • Source column: Where you located the information.

    • Hours column: How much time you spent with the corresponding Source.

    • No. uses column: Number of times you used the source for this research project.

    • Cost column: How much did you spend using the corresponding Source.

  6. Click Save. The status changes to “Complete.” In addition, the Research Request tab on the requesting/submitting fundraiser record now displays the request as “Complete.”

  1. From the Prospects page, click My prospect research page. The Research Request Management page appears.

  2. Select the Individual Requests tab. All open individual 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 the rejected 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.