No other nonprofit CRM
is easier to use than List Master; we guarantee it! Other systems may
look slicker, and have more bells and whistles. But no other database is
more customized to do what YOU want—without bogging you down with
features you don't need, don't use, and that make your
system impractical and off-putting for staff and board members.
Exciting Upgrade Alert: ADVANCED SEARCHING
List Master’s basic
Search Screen is sophisticated enough to generate most lists you will
ever need. But when it's not, when you need to run a search just beyond its
abilities, we've created an important new tool for you. Introducing Temporary Categories. It's a very important upgrade, because it makes any search you dream up both possible and easy.
Say you want a list of
all donors minus those living in two or three specific zip codes.
Create a temporary category containing the zip codes, then identify
and exclude this category when running your search.
Temporary categories are used primarily for:
1. excluding specific criteria, as with the above example.
2. sending a letter or email to several different groups that cannot be located with a single search.
A temporary category can include one set of results or the results of
multiple searches, making it a truly advanced tool. For a
tutorial on this new feature, including detailed examples, click here.
(When you do, you'll see that we've updated the List Master web site.
Hope you like it! Please consider sharing it with any friends and
colleagues in the market for a new CRM.)
Please call or email with any questions or comments. We'd love to help you get familiar and comfortable with this new tool.
*Hot Tip of the Hot Month*If you'd like
the contents of your temporary category to become a new permanent
category, or part of an existing category, it's easy to make it so using the
Codes Maintenance screen. Start by creating the new category (as described above). Then go
down to the section labeled "This set of forms is used to apply category
and code changes to all records," locate the temporary category, and
convert the records to the new category or another existing category.
Turning TEMPORARY CATEGORIES into PERMANENT CATEGORIES
Click here for a refresher on using the Codes Maintenance screen.
Don't hesitate to call or email if you have any questions! 503-734-8300 or firstname.lastname@example.org.
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