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Individual Record Overview

After searching in Quick Lookup or creating a list, you can click on a person’s name to open their profile.

You will be able to view a range of information, varying from existing data entered in older systems to any new data collected during campaigns or intra-writ periods. In other words, the more you use Liberalist, the more information you will be able to access.
Record Overview 1

When you click (>), it will open each heading and reveal the details within that particular section.

Open Tab 2
Once you have a view you like, click Save Page Layout and next time you open an individual’s profile, the selected headings will automatically open.

Save Page Layout 3