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Adding Constituent Relationships
We know that you have extensive data on family members, friends, and other relationship types in your database. Below, we will review how to import new relationships,…
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Navigating Gift Transactions
Understanding Gift Transactions A variety of gift transaction records such as pledge balances or recurring payments exist in EverTrue. These types of payment recording insights can be imported into…
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All About: TrueView Insights
What are TrueView Insights? Welcome to EverTrue's TrueView Insights! TrueView is EverTrue's solution to providing you with the ultimate constituent profile.…
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Removing Incorrect Enriched Data
Within the TrueView feature in EverTrue, you now have the ability to reject profile images, social links, and employment data that is being inaccurately displayed via the EverTrue contact profile.…
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Using EverTrue's AI-Generated Emails
Note: This feature is only enabled by default if you have already opted into EverTrue AI Profile Summaries. If your organization is interested in activating this feature for your team,…
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Using EverTrue's AI Profile Summary
Note: This feature is not enabled by default. If your organization is interested in activating this feature for your team, please have an EverTrue Owner reach out to your Customer Success Manager…