Switching research can be created directly from the Pathways homepage, through the Research tab and within a Contact record.
To create switching research directly from the Homepage, hover over the Research tab and select the down arrow:
Select New Research
As we have created the research directly from the homepage, you will need to search for the client:
Note - Client field will already be completed if research is created in the contact record.
Complete the remaining fields:
This will take you to the Choose screen:
Choose Switch Type:
If using a Central Investment Proposition, select a segment or click the Use Whole of Market button.
If both fields are greyed out (as see below) a CIP is not in use and whole of market will be used by default.
This will take you into the Research screen:
For further information on Switch research, see articles: