Sharing a Saved Search
Have a saved search that you want to share with a colleague using GivingTree? Easy!
After applying your desired filters and/or navigating to the saved search you wish to share, click the 'Actions' dropdown menu near the top right and select 'Share Current Search Criteria'.
From there, you can either copy a Sharing Link or share the saved search via email—just enter your colleague's name, click 'Notify by email', and enter a message (optional). Last, click 'Share' and you're all set! Note, if 'Notify by email' is unchecked, the user will still be notified via a notification/alert in the EverTrue app.
To learn how our customers are using saved searches, click here!