What is EverTrue Pinned Comments?

EverTrue's Pinned Comment feature for iOS mobile offers you the ability to keep track of important constituent information while on the road. Quickly reference these constituent "need-to-knows" ahead of meetings, or easily add new insights shortly after you wrap! Once pinned, you and your colleagues can easily view these comments within a constituent profile's Pinned Comment section, making them distinguishable from other comments or interaction types.

Below, we will review how to pin EverTrue Comments using your iOS app, where to view comments once pinned, and how to remove pinned comments. Let's dive in so you can start using these pinned constituent details to your prospecting advantage! 

---

Pinning an EverTrue Comment on Your iOS App

You will find the ability to pin an EverTrue Comment interaction type in the same locations where you can currently add comments and interactions including:

• The Interactions tab of a constituent profile.
• The Action + icon of a constituent profile.
• The Action + icon found in all three sections of your Activity tab.
• The Add interaction button of the Interactions and Trips sections of your Activity tab.

To pin an EverTrue Comment from one of these locations, click Add Interaction and select EverTrue Comment from the Interaction Type dropdown. If you are not writing interactions in-app, click Add Comment. Write your comment and select Yes beneath the Pinned section of the interaction form. Be sure to click Save to finish the process!

If you would like to edit an existing EverTrue Comment so that it can be pinned to a constituent profile, you can do so from the relevant comment's detailed view. This view is accessible wherever you'll find a feed of constituent interaction or comments including:

• The Interactions tab of a constituent profile.
• The Interactions section of your Activity tab.
• The Interactions section of a trip's detailed view, accessed via Trips in your Activity tab.

You will only be able to edit EverTrue Comments originally written by you, so be sure to open one that you authored to access this option! Once opened to the comment's detailed view, click the Edit button in the upper-right corner. 

 

An Edit Interaction popup will appear in which you will find the same option to select Yes under the Pinned section of the interaction form. Click Save to finish editing your comment! 

---

Viewing Pinned Comments on Your iOS App

Once saved, you can find pinned comments in a few locations. Let's explore where to navigate within the EverTrue iOS app to view these details! 

Please note pinned comments are public, and will be visible to all members of your team who have access to EverTrue. Because viewing pinned comments is not permissions-based, we recommend setting team-wide expectations for the type. of information you would like to see pinned!

Viewing Pinned Comments within a Constituent Profile

The primary place to view your pinned comments is by navigating to a constituent profile's Pinned Comments section, found just beneath Giving Summary in the profile's Summary tab. You will notice a View All button at the top-right of this section. Clicking it will prompt a scrollable popup housing all of the comments pinned for that constituent. 

You will also see pinned comments within a profile's Interactions tab. We indicate if a comment is pinned to a profile by highlighting the interaction in green and pairing it back to a Pinned EverTrue Comment note. This makes distinguishing these comments from other interactions quick and easy!  

Viewing Pinned Comments within Your Activity Tab

You can head to your Activity tab's Interactions section to view pinned comments. We indicate if a comment is pinned by highlighting the interaction in green and pairing it back to a Pinned EverTrue Comment note. 

While in this section, you can use the Pinned button at the top of the feed to quickly narrow down your view to only those interactions that are pinned! Using this will show interactions pinned by both you and your colleagues. 

---

Unpinning EverTrue Comments on Your iOS App

Unpinning EverTrue comments can be done within the relevant comment's detailed view. This is accessible wherever you'll find a feed of constituent interactions and comments including:

• The Interactions tab of a constituent profile.
• The Pinned Comments feed in a constituent profile's Summary tab.
• The Interactions section of your Activity tab.

You will only be able to unpin EverTrue Comments originally written by you, so be sure to open one that you authored to access this option! Once opened to the comment's detailed view, click Edit in the upper-right corner.

An Edit Interaction popup will appear in which you can select No beneath the Pinned section of the interaction form. Click Save to finish unpinning the comment from the constituent's profile. 

---

For any other questions, reach out to EverTrue Support at genius@evertrue.com.