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

Select the Request Queue tab.

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.

Select the Record type for which you are requesting information.

Enterprise Constituent Record Management users can also include event registrants in a research request.

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 Prospects to research grid populates to include all group members.

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

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

Click Save. The new research request now displays in the Open research requests grid.

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

Select the Request Queue tab. All open requests display in the Open research requests grid.

Select the request you want to change.

Click Change status and select Assigned. The Assign request to a researcher screen appears displaying the researcher currently assigned.

In the Researcher field, select the new fundraiser you want to assign as a researcher for this request. Click the search icon in the field to access the Fundraiser Search screen.

If you want all individuals included in the request assigned to this researcher, select Assign individual requests to the same researcher. If you would rather assign each individual separately, do not select this option. You can assign each individual request from the Individual Requests tab on the Research Request Management page.

Click Save to return to the Individual Requests tab.

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

Select the Request Queue tab. All open requests display in the Open research requests grid.

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

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 research request appears.

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

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

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

Select the Request Queue tab. All open requests display in the Open research requests grid.

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

Click Complete request. A confirmation screen appears.

Click Yes. The status changes to “Complete,” and the request is moved from the Request Queue tab to the Completed Requests tab. In addition, the Research Request tab on the requesting/submitting fundraiser record now displays the request as “Complete.”

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

Select the Request Queue tab. All open requests display in the Open research requests grid.

Select the request you want to reject.

Click Reject request. The Reject a prospect research request screen appears.

In the Reason field, select a reason for rejecting the request. Reasons are created in Code tables in Administration.

In the Comments box, enter any additional information you want to include with the rejected request.

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.