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Constituent Profiles

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All About: Filters
Contents What are Filters? Capacity Filters Engagement Filters Giving History Filters Career Filters Donor Status Filters Education Filters Location Filters Donor Info Filters Interactions Filters…
- updated 3 mths ago
- 342
- Constituent Profiles

Adding Constituent Relationships
Contents Locating Constituent Relationships Adding New Relationships Locating Constituent Relationships We know you have extensive data on relatives and family members in your database.…
- updated 6 mths ago
- 116
- Constituent Profiles

Navigating Gift Transactions
Contents Understanding Gift Transactions Finding Pledge Balance Finding Recurring Payments Adding Categorized Giving Adding Transactional Giving Understanding Gift Transactions A variety of gift…
- updated 6 mths ago
- 138
- Constituent Profiles

All About: TrueView Insights
Contents What are TrueView Insights? Using True View Insights Locating TrueView Insights within a Constituent Profile Filtering on TrueView Insights Frequently Asked Questions on TrueView Accessing…
- updated 3 mths ago
- 234
- Constituent Profiles

Removing Incorrect Enriched Data
Contents Rejecting Incorrect Profile Images Rejecting Social Links Rejecting Employment Reinstating Data Within the TrueView feature in EverTrue, you now have the ability to reject profile images,…
- updated 6 mths ago
- 134
- Constituent Profiles

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