Commenting

How to Take Advantage of Comments

Keep track of notes on your prospects

  • Add a note after a meeting right to your prospect’s GivingTree profile
  • Speak into your phone to automatically transcribe meeting notes while on the road
  • Save a link to relevant news article or a donor’s company page

Collaborate with your colleagues through EverTrue

  • Mention your research colleague to request additional information for an upcoming meeting
  • Inform your colleague when new information on a donor is available
  • Receive an email notification when a colleague mentions you in a comment

Better track relationships between your donors

  • Mention another constituent in a comment to keep track of important connections between your prospects and donors
  • Quickly refer to a donor’s spouse or co-worker's GivingTree profile right from a comment

FAQ

Q: Can I mention and/or tag my colleagues or other constituents in comments?

A: Yes. To tag a colleague, either select “Mention a Colleague” and enter their name or simply type “@” followed by the person’s name and select the correct user.

To link to another constituent’s record, either select “Link to a Constituent” and enter their name or simply type “$” followed by the person’s name and select the correct constituent.

Q: Will I receive a notification from Comments?

A: You will receive an in-app notification and an email when a colleague mentions you in a GivingTree comment. The notification and email will refer you to the profile you were mentioned on.

Q: Can I export all of our organization's Comments?

A: If you would like an export of all of your organization's Comments, please contact your Customer Success Manager.

Q: Can I edit my Comment after it has been published?

A: Yes. On the top right of the comment, click the dropdown arrow and select "Edit."

Q: Can I delete my Comment after it has been published?

A: Yes. On the top right of the comment, click the dropdown arrow and select "Delete."

Q: Can I edit other users' Comments?

A: No.

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