Save Mapped Constituents
When you map multiple constituents, you can save the records as a selection or research group.
On the Mapping page, select Save on the action bar and select Save to research list. The Add constituents to screen appears.
Select whether to save the records to a new research group or an existing research list.
To create a new research list, select New research list and enter a unique name and description to help identify the list.
To add the records to an existing list, select Existing research list and search for the list to add the records to.
Select Save. You return to the Mapping page.
On the Mapping page, select Save on the action bar and select Save to selection. The Create constituent selection screen appears.
Enter a unique name and description to help identify the selection.
Select whether to display the selection in the Query Designer.
To overwrite an existing selection with the same name, select Overwrite existing Selection.
Select Save. You return to the Mapping page.