VIEW ACCOUNT SCREEN

OVERVIEW

List Master CRM'S VIEW ACCOUNT SCREEN provides a one-glance snapshot of important information about the selected record.

INCLUDED INFORMATION

Contact information: Names, addresses, phone numbers, email addresses and membership information.

Categories: List of all categories associated with this record.

Account Links: Shows all individuals and organizations linked to this record. To view a record, highlight it and and click "Go to selected record."

Notes: Profile notes about the organization or individual, such as company description.

Transactions: In the top box of the screen appear all-time and 12-month totals of transactions associated with this record. Details about the transactions, including date, type, amount, the name of individual or organization linked to the gift (via memorial gift, soft credit, working giving, etc.) and amount are listed at the bottom of the screen.

List Master is Easy.

Create a list from your database. Do something amazing with it. It's that simple.
List Master provides the functions you need, without being cluttered with unnecessary features. The intent is a powerful system that does what you want.
List Master's 20 years of development has been based directly on user input. Let us know what you want it to do.
You don't have to learn a complicated query language to use List Master.

Who Uses List Master?

Working with Oregonians to enhance our quality of life by building livable urban and rural communities, protecting family farms and forests, and conserving natural areas.
The Freshwater Trust is an action-oriented nonprofit that restores rivers and streams throughout Oregon. We use cooperative, market-based solutions that benefit rivers, working lands and local communities.
The Willamette Pedestrian Coalition is a 501 (c)(3) non-profit membership organization dedicated to promoting walking and making the conditions for walking safe, convenient and attractive throughout the Portland metropolitan region.
Children's Healing Art Project (CHAP) brings the healing power of art to children in crisis and their families through a mobile team of teaching artists working in partnership with hospitals, schools, community organizations and local businesses.
Park Academy empowers students with diverse learning challenges to reach their highest potential of giftedness while excelling academically and becoming responsible citizens and community leaders.
The American Tinnitus Association exists to cure tinnitus through the development of resources that advance tinnitus research.
The Epilepsy Foundation Northwest leads the fight to stop seizures, find a cure and overcome challenges created by epilepsy.
The purpose of the Coalition for a Livable Future is to protect, restore, and maintain healthy, equitable, and sustainable communities, both human and natural, for the benefit of present and future residents of the greater metropolitan region.
In May 2012 the voters of Metro District 6 will elect a new Metro Councilor. I will be running for the council in that election to represent the great neighborhoods that make up District 6 and to work to maintain and improve the tools that make our region stronger and more livable.
Hand in Hand: Center for Jewish-Arab Education in Israel is a network of integrated, bilingual schools combining peace education and top academic standards. Our mission is to increase peace, coexistence and equality between the Jews and Arabs of Israel.
Representative Dave Hunt is serving his fifth term in the Oregon House of Representatives representing Clackamas County.
Crowley Wines was founded in 2005 with a focus on pure, vintage-driven winemaking. Starting at the source, we favor older clones of Chardonnay and the classic Wadenswil and Pommard Pinot noir clones.
Founded in 2005, Alma Chocolate uses fresh ingredients to make chocolate you can believe in. For our handcrafted confections, we use real vanilla, fresh herbs, and organic butter and cream, without preservatives or artificial flavors.
KIDS-HEAL is a statewide, school-based, student-driven, parent-run, after-school arts+healthcare learning laboratory. Its mission is to improve the creative and physical health of children and their families across the state of Oregon and Southwest Washington.
The Intertwine Alliance is a coalition of private firms, public agencies and nonprofit organizations working together to tap new sources of funding, better leverage existing investments, and more fully engage residents with the outdoors and nature.
OPAL is a community based organization working to engage, educate, and empower low-income communities and communities of color through direct action and grassroots organizing.
Northwest Pilot Project provides housing services for seniors ages 55 and older who are homeless or at risk of becoming homeless.

List Master Support

If you have questions about using List Master, please contact us at:

support@listmaster.org

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VIEW ACCOUNT SCREEN

OVERVIEW

INCLUDED INFORMATION