EverTrue Basics

EverTrue Basics

Getting Started

Getting Started: EverTrue New User Guide
All About: Constituent Profiles
All About: Filters
10 articles Active 1 yr ago

Constituent Profiles

Adding Constituent Relationships
Navigating Gift Transactions
All About: TrueView Insights
6 articles Active 1 yr ago

Saved Searches

All About: Saved Searches
Sharing a Saved Search
Managing Saved Search Notifications
3 articles Active 2 yrs ago

Lists

All About: Lists
Using List Activity
List vs. Saved Search
4 articles Active 2 yrs ago

Interactions

Adding Interactions to EverTrue
Viewing and Filtering Interactions
Configuring Your Interaction Form
5 articles Active 1 yr ago

Trips & Meetings

All About: Trips & Meetings
Navigating Trips & Meetings Features
Collaborating on Trips
3 articles Active 2 yrs ago

Proposals

All About: Proposals
Writing Proposals
Exporting Proposals
3 articles Active 2 yrs ago

EverTrue Platform Trainings

EverTrue Training Resources
1 article Active 2 yrs ago

Mobile

EverTrue iOS App

Navigating Your EverTrue iOS App
All About: EverTrue's AI Assistant
Understanding the AI Assistant's Awareness Window
14 articles Active 1 mth ago

EverTrue Android App

Using AI Profile Summary on Your Android App
Using AI-Generated Emails on Your Android App
Navigating Your EverTrue Android App
3 articles Active 9 mths ago

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