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Using AI Profile Summary on Your iOS App
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…
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Using AI-Generated Emails on Your iOS App
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 Pinned Comments on Your iOS App
What is EverTrue Pinned Comments? EverTrue's Pinned Comment feature for iOS mobile offers you the ability to keep track of important constituent information while on the road.…
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Updating a Contact (Mobile)
Similar to suggesting a contact update on the web, you can submit updates via your mobile device (iOS only). To start this process, you'll open your EverTrue mobile app and locate the constituent…
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Using Search Filters and Profiles (Mobile)
We've created a video of helpful tips for using EverTrue search filters and reviewing constituent profiles within our mobile app. If you are interested in finding out how to use the map and app…