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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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