Managing a growing database of contacts can quickly become overwhelming. Without an efficient way to organize and retrieve information, valuable time is wasted in retrieving and maintaining relevant records. Whether you’re reaching out to donors, tracking interactions, or segmenting marketing lists, having a structured filtering system ensures you can access and update the right data anytime.
Raise More provides powerful filtering tools designed to streamline contact management. You can search, categorize, and segment records based on key attributes such as location, engagement history, or donation status. This allows your team to create targeted lists, personalize outreach efforts, and learn deeper about audience behavior—all while keeping your database clean and efficient.
By leveraging Raise More’s filtering and list management features, you can improve operational efficiency, enhance reporting accuracy, and ensure that reliable data back every interaction. Whether you're working with a handful of contacts or thousands, Raise More equips you with the tools to stay organized and make data-driven decisions with confidence.
How to access the Create a List feature
From the navigation bar, after selecting Contacts, continue choosing Browse/Create a List. You will be directed to a page titled Create a List as shown below.
Understanding the Create a List page
On this page you will find the following options:
Edit Multiple button.
Use this feature to execute bulk edits on several contacts at the same time, saving time when updating information.
Filter button with three available options that help you improve your list by adding or removing records as needed, ensuring your final list matches your requirements.
Narrow Records
Add Records
Remove Records
Save As button. Use Save As to save your filtered data for future reference.