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