Allow Prospect Research Request Notes to Sync in Request Queue tab and Individual Requests tab

Background: When a fundraiser creates a Research Request for a prospect from the Request Queue tab, they are able to add notes that can be read when the Research Request is viewed on the Individual Requests tab. However, if the Request Queue record is edited and the notes are changed, the request on the Individual Requests tab still shows the original notes.

Functionality Change: My organization would like the research request notes to automatically update and sync between both tabs, so that viewing the prospect research request on the Individual Requests tab has the current notes.

  • Guest
  • Dec 29 2025
Reported Version 4.0
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