You have several options when you choose to apply a formula to a record or group of records. For example, you can apply a formula to a single constituent or a group of constituents. When applying a formula to a group of records, you can edit or create a new selection from ad-hoc query to select the records. You can also apply a formula to any Research List to which you have access.
From the Wealth Capacity Formula Management page, select the formula you want to apply and click Apply formula. The Apply wealth capacity formula screen appears.
To apply the formula to an individual constituent, mark Individual constituent. Click the search icon to locate the constituent.
To apply the formula to a Research List, mark Research List. Click the search icon to locate the Research List. You can apply a formula only to the groups to which you have access.
To apply the formula to a group of records, mark Selection. Using the icons in the field, you can search for selection, edit an existing selection, or create a new selection.
Click Save. The formula is saved and stored on the Wealth Capacity Formula Management page.