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Relationship Management

As a development officer, manage your portfolio, trips, and more within EverTrue.

  • Collaborate on Trips
  • Email Trip Itinerary
  • Interaction Viewing and Filtering
  • Key Prospects
  • Launchpad Widgets
  • Portfolio Gift Notifications
  • Proposals
  • Relationship Management: Portfolios Overview
  • Setting Up Launchpad for Relationship Management
  • Suggest an Update in Trips & Meetings (Web)
  • Trips & Meetings
  • Trips & Meetings Mobile: Dictating Interactions
  • Trips & Meetings on Mobile
  • Trips & Meetings: Calendar Sync
  • Trips & Meetings: Create a Meeting
  • Trips & Meetings: Create a Trip
  • View Trip Map
  • Writing Interactions & Contact Reports (Mobile)
  • Writing Interactions & Contact Reports (Web)
  • Writing Proposals
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  • 2

Categories

  • Using EverTrue
  • Relationship Management
  • Volunteer Management
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