Helper Series List Management allows you to generate lists of contacts quickly and easily  based on virtually any of the information stored by Helper Series, including contact, project, planner, contact relationship history, and/or user-defined field information.

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The Helper Series List Management System helps you maintain your client relationships with an unprecedented ease-of-use. You can quickly and easily create lists of contacts that target any matching  common criteria and use that list later for form letters, label creation, or one  of many other client relationship tasks. Some of the features of our unique list  management system include:

List status features allow you to assign a list  status such as "will call me back" to a list member as well as filter the active  members of a list by the designated status

Full support of wildcards allows you find your contacts in virtually any scenario

Unlimited campaign planning that includes all of the advanced features of the Helper Series Scheduling System,  including list phases

Bulk e-mail utilities that allow you to quickly email  a message to an entire list of contacts

Powerful Schedule Sequencing based on the one of a kind Helper Series Automation System

Easy-to-use document merging capabilities that can create a form letter or sheet of labels for a list by simply clicking on a button and selecting a word processor document

Flexible list management tools that allow lists  members to be managed through database searching and/or manual manipulation

Easy-to-use drag and drop list membership  management

Up to 50 completely customizable user-defined  fields

Of course, this is just a small portion of the features that make up the Helper Series List Management System. Please feel free  to download a risk-free, fully functional demonstration  version of the Helper Series for evaluation or contact our sales department at (513)793-2240.