INTRODUCING LIST MASTER VERSION 5

The newest version of List Master CRM, released in the spring of 2013, increases the power and flexibility of the system while retaining most tried-and-true features from previous versions. Version 5 introduces a powerful new method of linking records. This method overcomes previous limitations and greatly increases the user’s ability to organize and track related records.

THE POWER OF LINKED RECORDS

In version 5, each individual and organization is assigned its own record. A married couple with the same residence, for example, will get two records, one for each person. This means no limit to the number of names per household—unlike in version 4, which allows a max of two names per record. Organizations/businesses and the employees associated with them will likewise be split into multiple records: One record for the organization/business, one for each person affiliated with the organization/business.

This approach, quickly becoming the industry standard for databases throughout the country, allows each person or organization a separate set of transactions, categories, links and relationships. There is no limit to the number or types of links between records.

This linking system is the logical next step in List Master’s development. While a database that fully supports two people per record will accommodate a high percentage of database needs, a fully linked system will accommodate all needs now and into the future. If a household contains more than two people you want to communicate with, no problem, no awkward linking. If one household member is on your board or is a state senator, no more perplexing challenges in addressing their mail. If you want to see everyone who works at a given organization, just bring up the organization’s record.

CONVERSION

All new List Master databases from here forward will be installed as version 5, without exception. However, we will continue to fully support version 4. We will add new reports and features to both versions, whenever it makes sense to do so. We will continue to provide new and maintenance releases of both versions as part of the standard cost. There may come a time when we will encourage all List Master users to upgrade, but we will provide plenty of warning about this, and you can always elect to stay with version 4 and forgo future enhancements.

FURTHER CHANGES & IMPROVEMENTS FROM v4

When looking at the Contact Info screen for an individual or organization, you will now see a list of all records linked to the record you are viewing and the type of relationships represented. You will see all members of the household and any organizations the record is connected to. The link types are displayed so you can see why the connections exist and what they mean. You can jump to any of the linked records easily.

Individual record showing household links:

Organization/business showing organization contacts:

The View Account screen now lists all linked records, too—again with an easy way to jump to any connected record.

Each constituent now has his/her own set of categories and links. This means each household member can be included on any given email list or not. If one household member is a board member or other type of VIP, his/her mail can now be addressed to him/her alone. It’s the same with links: Family members can be linked to each other with a household link, but most often, each person will be linked to different organizations where they work or volunteer.

You can continue to use a shared set of transactions by putting them all into one person’s record, but now you also have the option of giving each household member his/her own set of transactions. The same goes for organizations. You have the option of attaching transactions to the organization’s record or to any individual linked to that organization.

It makes sense for each record to have its own set of notes on the Relationship Management Screen. Appointments and significant interactions most often pertain to one individual or organization. You will no longer need to make notes about which household member or organization contact you are referring to with a given a note or appointment.

One significant change to the Search Screen: A drop-down list now allows you to include linked records in your searches. For example, you can search for an organization and its “Org contact” type of linked records, and the Results screen will display the organization followed by all the contacts linked to that organization.

Similarly, search for an individual and “Household” links, to get this:

List Master’s Merge File output option has been enhanced to accommodate the linked-records system. In the case of households, the auto-generated formal and informal greetings include all household members. In the case of organization contacts, the organization’s name, taken from the linked record, is included in the Merge File. For individual records, home and work addresses are also now included in the Merge File.

CHANGES TO DATA ENTRY

Record types are now enforced, meaning you must select Individual or Organization before creating a record. Organization records no longer contain fields for contact people, as each person will be given his/her own record that is linked to the organization record.

When you create a link from one record to another, it is automatically set up in both directions.

NEW FIELDS IN v5

Each record now has three email address fields: Home, Work and Eblast Email.

Each record now has six phone fields: Primary, Home, Work, Personal Cell, Work Cell and Fax.

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.