Are you ready to request research on one of your prospects? No need to break out your detective skills just to locate where to submit the request! We’ve conveniently added a new Request Research link to constituent records of prospects. You’ll find it on the left side of the screen of your prospect’s record in the Task bar.

 

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Clicking the Request Research link will open up the Add a Prospect Research Request box. For now you’ll still have to search for the constituent you want to request research on, but their Lookup ID can be easily seen in the main window to aid with locating the correct constituent. Just fill out the remaining fields as you normally would and save yourself the extra time of hunting for this link.