List Master Help: VIEW ACCOUNT SCREEN

OVERVIEW

This screen provides an easy-to-view snapshot of 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.

Transaction total: All-time total and 12-month total, in dollars, of transactions associated with this record.

Notes: Full text of all notes from the Relationship Management screen.

Detailed Transactions: List of all transactions associated with this record, including type, code and amount.

Voter information: Voter data. For those using the voter demographic package.

Census Information: Information about the neighborhood block the individual lives on or the business is located on, including average income, percentage of home ownership, and average education level.