How to split a Research List into smaller Research Groups

You may want to split your research list into a series of smaller groups of a more manageable size for wealth screening with WealthPoint or syncing with The Raiser's Edge. Also, there is a maximum limit of 2,500 records per group WealthPoint screening, any amount over this limit and the research list will need to be broken down into smaller quantities. The maximum number you may sync to Raiser's Edge at one time is 2,000.

Article Number: 59602

Products:

ResearchPoint

Click on the word "Prospects" across the top (Not on the down arrow)
Click "View All Lists"
Click the green chevron next to the list you wish to split into smaller sections
Click "Split List"
Input the maximum number of prospects to have per list.
- You may choose whatever number you would like for the maximum to be. For example, if you have a research list of 15,000 you are trying to split up for Raiser's Edge synchronization, you will input 2000. This will create eight new research lists (7 with 2,000 records and 1 with 1,000 records)
Click "Split List"
Observe that new lists are created which begin with the words, "Sub Query"

Once you have completed splitting your lists, you may open them and screen them (or sync them to Raiser's Edge for ResearchPoint) one at a time.

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