Create a Query in ResearchPoint of the records on the Research List

  1. In ResearchPoint click Analysis and then Information Library
  2. Click Add an Ad -hoc Query
  3. Double Click Constituent to generate a new Constituent Query
  4. In the first column Select 'Research List Member'
  5. In the second column double click Research List ID
  6. Set the Criteria to 'Equal to' and browse to select the specified research list
  7. Select Ok
  8. Add filters to limit the size of the group.  For example, filter by Last/Org/Group/Household name
To filter by Last Name, follow the steps below: 
  1. Using the same query, In the first column Select Constituent
  2. In the second column double click Last/Organization/Group/Household name
  3. Set the criteria to 'Is Between' Aa Through Fz
  4. Select Ok and then Select the Preview Results to see how many records are now included in the query
If the query selection needs to be made smaller, narrow the criteria. I.E. Between Aa and Dz. Broaden the criteria if the selection can be made larger. 

Once the query is close to 2,500 (maximum limit for WealthPoint group screenings per group screening) records, select the Set Save Options Tab. 

  1. Name the query
  2. Check the box to Create a Selection and to Show this Selection in the Query Designer. 
  3. Repeat the above steps until you have fully divided your original query into smaller groups and saved them as selections
  4. Create New Research Lists from the Queries you created. 
  5. Select Prospects, and then Add
  6. Enter the name of the Selection you just saved in the selection field. 
  7. Name your New Research List
  8. Check the boxes for allow this list to be refreshed
  9. Save
 10. Repeat the above steps for each query you created to generate smaller research lists. 

NOTE:  When dividing a query by Last/Org/Group/Household name, you can use the "Is Between" operator (example: Last/Org/Group/Household name Is Between A and N).  This will include all names that start with the first letter up to, but not including the second letter.  In the example above, names starting with Nz would not be included.  Be sure to have your ranges overlap (... Is Between A and N, ... Is Between N and T) to include all of the names.  Also note that if including the letter Z, you will need to include the "Begins With" operator (example: Last/Org/Group/Household name Begins With Z).