Trips & Meetings on Mobile

Trips & Meetings on Mobile is a great way to keep track of your travels and make adjustments while you are on the road. You can even dictate your interaction notes in app and we'll convert your speech to text for quick entry! Keep reading for all of the functions of Trips & Meetings on iOS and Android. You can also check out this article if you want to learn how to easily find filler meetings and add constituents to your trip from the map view.

iOS Trips & Meetings Mobile Features

  • See all of your Trips & Meetings and view other's Trips & Meetings - View any trip or meeting where you are the creator (owner) or are listed as a collaborator. To see your trips or meetings, open the menu at the top left of your EverTrue advancement app and click on Trips & Meetings.
  • Create a new Trip or Virtual/Local Meeting - Click the plus sign in Trips & Meetings to add a new trip, local meeting, virtual meeting or phone call. You will be prompted to enter a few details about your event - make sure to scroll through the entire list of fields, both required and optional. Click save at the top right to create your trip or meeting!
  • Create Meetings within a Trip - To create a meeting within a trip, go into your trip and click the Calendar icon in the top right. Choose either meeting (interactions with constituents) or time block (non-meeting scheduled time, such as flights or transit time).
  • View Your Trip Log - Your trip log will be the first component you see when you select a trip. It will show your meetings in chronological order. 
  • Delete a Trip or Meeting- To delete a trip, click the ellipses icon on the main Trips & Meetings home screen and click Delete. 
  • Add, Edit, and Delete Interactions - To add, edit or delete an interaction, click on the constituents record. On the record, click on the three-dot icon at the top right. You will then have the option to add an interaction. To edit or delete an interaction, go to the interactions tab and select the interaction you would like to edit or delete.

  • Dictate Interactions - When entering an interaction, click the microphone button on your keyboard (to the left of the space bar), which will allow you to dictate your interaction.
  • View Trip on a Map - On the main trip screen, select the map above the listed meetings. This will open the full map view of your trip.

  • Get Directions - You can get directions to any meeting by opening that meeting, then clicking on the blue address listing.

Android Trips & Meetings Mobile Features

  • See all of your Trips and view other's Trips - View any trip where you are the creator (owner) or are listed as a collaborator. To see your trips, open the menu at the top left of your EverTrue advancement app and click on Trips & Meetings.
  • Create a new Trip or Local/Virtual Meeting - Click the plus sign in the top right corner to add a new trip. You will be prompted to enter a few details about your trip - make sure to scroll through the entire list of fields, both required and optional. Click save at the top right to create your Trip!

  • Create Meetings within a Trip - To create a meeting, go into your trip and click the ellipses icon in the top right. Choose either meeting (interactions with constituents) or time block (non-meeting scheduled time, such as flights or transit time).
  • View Scheduled Meetings - Your meetings/time blocks will be the first component you see when you select a trip. It will show meetings/timeblocks in chronological order. 
  • Delete a Trip - To delete a trip or meeting, click the ellipses icon on the main Trips & Meetings home screen and select "Delete Trip."
  • Add, Edit, and Delete Interactions - To add, edit or delete an interaction specific to a trip, click into your trip and click the ellipses icon at the top right. When you select "View Trip Log," all interactions written on that specific trip will be displayed.

  • Dictate Interactions - Because of the large variety of Android devices, not all devices will support verbal dictation. When entering an interaction, look for the microphone icon on your devices' keyboard to dictate your interactions.
  • View Trip on a Map - On the trip screen, select the Map tab at the top of the screen.

  • Get Directions - You can get directions to any meeting by opening that meeting and clicking on the blue address listing. This will open your default map application to open to the listed location.

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