List Master Help: RESULTS SCREEN
OVERVIEW
This screen displays the results of a search done through the Search/Query screen or the Data Entry/Contact Info screen.
Two result forms: Depending whether the search was based on donation/transaction information or not, results will appear in one of two forms.
With transaction information: The list will contain details of each transaction fitting the search criteria. If an individual or organization made more than one donation matching your search criteria, each will be displayed on its own line. (List Master automatically removes these duplicates for broadcast email, broadcast fax or mail merges.)
Without transaction information: The list will not duplicate individual/organization names and will contain more complete contact information for each individual/organization.
Double-click on any item in your search result to go straight to the account details for that record.
Shift-click to select a range of contacts from your list.
Command-click to select individual (not contiguous) records.
OUTPUT OPTIONS
The Options drop-down menu, at top left, shows all reports, functions and listings that can be applied to the list you have created. Select an output option, then hit the "Do It" button. Below is a brief description of each output option, in the order that it appears in the menu.
Account Details: This is a tabbed set of screens that allows you to view and edit all details within a selected record. You must select just one record from your list.
Quick Letter: Begins a very basic letter. The letter is created in Word with Courier font, with the address and salutation in place.
Merge File (XLS): Creates an Excel spreadsheet for mail merges with Word or other word processing programs. All contact information, formal and informal greetings, latest gift and gift date, publication name, etc. are provided for merging into letters or listings.
Merge File (TXT): Just like Merge File (XLS) but created as a text file.
Account Listing: Creates an Excel spreadsheet displaying a wide range of information from the selected records. This option attempts to provide all possible info needed; unwanted columns can be deleted.
Phone Bank Listing: Generates a specialized Excel spreadsheet suitable for phone banking. The spreadsheets are interactive with List Master and can automatically update individual records with phone bank-related notes.
Call List: Creates one sheet per selected record with contact information, a list of notes and contacts, and a summary of donations. The list includes checkable boxes to track call results and an area for notes.
Contact Info: Creates a list in Word of basic contact information for the selected records.
Mail House File: Creates an Excel spreadsheet suitable for sending to mail houses.
Print Labels: Generates specific label types for a specific printer. Currently only one printer per organization can be used.
Email Broadcast: Creates a temporary email alias for sending regular, non-personalized, non-tracked email to your list through your usual email program.
HTML Email Merge: Sends an HTML document, such as an e-newsletter, to your list. The email can be personalized, and open rates and click-through rates can be tracked. The database keeps a record of all HTML emails sent to constituents, along with results (opened or not) and any links that recipients click on.
Send Fax: Sends broadcast faxes, with a cover page, straight through List Master.
Renewal Labels: Same as Print Labels but including contact account numbers and membership expiration dates.
Transaction Listing: Opens an Excel spreadsheet listing the details of all donations and transactions for selected records. Includes a monetary total.
Transaction Listing (Detailed): Same as Transaction Listing but including more contact information.
Event Check In Listing: Part of List Master's optional event-management package. Opens an Excel spreadsheet showing a list of all members of event teams or tables, including contact information and even t-shirt sizes.
Income Type Summary: Opens an Excel spreadsheet summarizing and breaking down all income for selected records by type (individual donors, bequests, grants).
Income Source Summary: Opens an Excel spreadsheet summarizing and breaking down all income for selected records by source (specific appeal letters, annual renewals, a specific event, etc.)
Source/Use Summary: Just like Income Source Summary, but also showing information about restricted-use income.
Appeal Code Summary: Opens an Excel spreadsheet summarizing and breaking down income generated from all individual appeals or events for selected records.
Appeal Code Summary (detailed): Opens a Word document summarizing and breaking down income from all individual appeals or events — but in greater detail, including gift ranges.
Full Giving History: Creates an Excel spreadsheet providing detailed contact information plus full giving history for selected records.
Age-Range Gift Level: Part of the optional voter-information add-on, this report opens an Excel spreadsheet listing all gifts broken down by age range for selected records.
This Year/Last Year: Requires that you enter a transaction date range with a starting and ending date. This report creates an Income Source Summary comparing a specific date range for two different years.
Bank Deposit Listing: Produces, in Excel, a simple list of transactions for a designated time period. Suitable as a bank deposit slip.