Lists

You can access the Lists category via the left sidebar.

The Lists category serves as the central hub for all your data within the DRM platform. It includes information such as donors, locations, campaigns, reasons, and sources, making it an essential component for managing your data.

Each list is organized into separate tabs, with each tab containing the data relevant to that category. For example, under Donors, you’ll find your entire donor database. While the content may vary between tabs, all lists share a consistent layout and set of tools for easy navigation and management.

Top bar tools: All List tabs share the same top bar, which includes:

1. Search – quickly locate specific records

2. Filter – refine and organize the list based on your criteria

3. Total Panel – opt to view panel with aggregated totals

4. Fields - choose which columns to view

5. Actions menu – enables different list-based actions

Rows and entries: Each list is made up of rows, with each row representing a single data entry.

Each row has a purple-highlighted item that depends on the list type—for example, the Donors list shows the donor’s name, the Campaigns list shows the campaign name. Clicking it opens a detailed card to view and manage that entry.

You can open these cards from any table within the DRM by clicking the purple hyperlink.

This structure ensures that all lists in the platform are easy to access, consistent, and interactive, while giving a detailed view of every individual entry.