I. Add the Fundraiser Constituency Code
- Open the record in ResearchPoint
- Select the Affiliations Tab
- Select Add next to Constituencies, choose Fundraiser
- Set the Date to as the current date, leave the date from blank
II. Once you have done this you can import the Prospect Managers using the Constituent Update Batch.
- How to create a Batch Template
- Follow Section III and IV in the Import Instructions: How to import new records into ResearchPoint and then screen them through WealthPoint
- While in the Import Batch Options, ensure that the "Search Lists Field" on the Set options other tab is set to "Quick find". This will search the file using the name to match it up with the fundraiser record in ResearchPoint.