LIST MASTER HELP & HOW-TO
List Master constituent relationship management system is designed to be easy, powerful and flexible. It's web-based (cloud-based) and provides an unlimited number of users and records at no additional cost. Refer to these documents for help and explanations, but also never hesitate to email or call us.
Screen Help: At the top right of each List Master screen is a "Screen Help" button linking to an online Help page. These pages provide detailed descriptions of each screen's fields and functions. For an alphabetical list, see below.
How-To pages: We also walk you step-by-step through some of the tasks and processes commmon to List Master users with the How-To pages listed below. Don't see what you're looking for? We welcome suggestions for new How-To pages.
SCREEN HELP PAGES in alphabetical order:
Categories & Links Screen
Codes Maintenance Screen
Contact Info/Data Entry Screen v5
Contact Info/Data Entry Screen v4
Relationship Management Screen
View Account Screen
HOW-TO PAGES in alphabetical order:
Direct Mail Campaigns
E-Blasts/Mass Emails (HTML)
Merging & Deleting Records
Temporary Categories for Advanced Searches
Thank-You Letter Batch Processing