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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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Removing Incorrect Enriched Data
EverTrue enriched data provides valuable insights to your constituent records, supporting your engagement efforts. However, incorrect or outdated information may occasionally appear.…