- If your organization utilizes our integration with Emma, you will find that the action of sending lists to Emma from EverTrue is working as expected.
- When viewing a constituent profile, you now have the ability to swipe from one profile tab to the next. Ahead of this fix, you could only navigate to different profile tabs by clicking individual tab names.
- When using the Email Me a Link sign in option, the access link sent to your email will log you in as expected.
- When using the Email Me a Link sign in option, the access link sent to your email will log you in as expected.
- DPS data is exportable using the Actions buttons found in your Constituents tab, and in individual lists and saved searches. Our help article covers steps on how to export this data!
- The Donor Potential Score column found in your Constituents tab table can be sorted by ascending or descending order, making it easy to identify those with the highest and lowest scores.
- Client_Constituency
- Client_Grad_Year
- When accessing your Wealth Enrichment export file from the Export Data tab within Settings, the corresponding file date will only be updated when a new file is available. This fix will apply to future Wealth Enrichment export files.
- Track career changes for all of your constituents in EverTrue! Previously, changes were only captured for alumni.
- Dive into career updates that are delivered monthly, giving you the freshest and most accurate data! Previously, updates were shared quarterly.
- Segment constituents job changes using Career Move Type, Career Moves Last File Date, and Career Moves Start Date filters! (Currently, this set of filters is applicable to our classic filters and not yet available in Filters beta.)
- Find additional employment details on a constituent's Enrichment tab! When matching data is available for a constituent, you will see new employer information like company category, revenue range, and size.
- You will now be able to process Gift Transaction files larger than 5GB. Previously, uploads exceeding this size were unable to process due to system limitations.
- If uploading a Gift Transaction file that contains repeating combinations of Gift ID and Gift Type fields, an error will display on the Pre-Processing page and results log. Previously, an error was flagged on a later import step. This change will help you identify what needs to be adjusted in your file, and will do so early on in the import process.
- When writing interactions in the iOS mobile app, you will be able to save your interactions as expected.
- If you are selecting options from an in-app dropdown, these options will display as expected.
- When an in-app interaction form is reconfigured to remove custom fields, your form will display only the correct remaining fields.
- A tab explaining how to use the respective guide.
- A tab containing a sample .CSV for the respective file.
- One or more tabs providing detailed insights for each field included in the respective file.
- Constituent File Guide
- Interaction File Guide
- Gift Transaction File Guide
- Proposal File Guide
- Portfolio Assignment File Guide
- Volunteer Assignment File Guide
- When exporting constituent records, your .CSV file will include the accurate number of assignees for each constituent.
- Solicitor Type: Constituents who have a proposal with solicitor type matching the selected criteria (e.g. primary or secondary).
- This new filter is found within the Proposals filter group. Use it in combination with the Proposal group's Solicitor filter to search your donor database for constituents who exactly match with a primary solicitor with a specific name.
- Industry (ET): Constituents who work(ed) in a particular industry matching the specified criteria (e.g. Aircraft), based on EverTrue Enrichment data.
- This new filter is found within the Career filter group. It was included in Filters beta to match the filtering options found in our existing filters.
- When using the search bar found at the top of a filter options dropdown paired back to the does not equal operator, searching with specific characters (e.g. colons, brackets, etc.) will work as expected.
- When selecting the Gender filter from the Demographics filter category, the corresponding filter options dropdown will populate with the correct values.
- When adding solicitors to an interaction, a Choose Solicitor label will appear at the top of the selection screen.
- When entering apostrophes in interactions and proposal forms, the characters will populate correctly.
- When reviewing meetings within your Activity tab, the meetings will appear in chronological order.
- The app will open as expected when accessed from an EverTrue Comment or Saved Search notification email.
- You will be able to use the Logout button in your app's You tab as expected.
- If cancelling a job after pre-processing completes, pre-processing stats and View Results links will be accessible for review. Ahead of this fix, these log details were not displayed.
- When using filters with an options dropdown, the respective dropdown will load options as expected and the count of selected options will display correctly.
- We removed an instance of duplicate filters from the Wealth filter group.
- Applying the Team filter from the Portfolio filter group will work as expected.
- When using a filter with a date range option, you will only be able to click the date selection's Apply button when a valid date range is entered.
- If you are part of an organization that uses multi-factor authentication when logging into EverTrue, you will be able to log in as expected.
- Constituent files will import as expected, free from Java errors.
- File Upload (shown in the screenshot below)
- Mapping
- Pre-Processing
- Make sure your ThankView Donor IDs matches your EverTrue Remote IDs (i.e. Constituent IDs). Matching these IDs ensures data can flow from the ThankView platform into the EverTrue platform!
- If you do not currently include Donor IDs in ThankView, make sure to add IDs matching your EverTrue Remote IDs. Without these data points, we won't be able to sync the corresponding information.
- Interaction form custom fields that include that include date selection dropdowns.
- Proposal form ask date dropdowns.
- Proposal form custom fields that include date selection dropdowns.
- Proposal form Date Created dropdown.
- Filters with date selection dropdowns applied in Filters beta.
- When applying filters to a dynamic list that has multiple pages of results, you will automatically be taken back to the first page of your newly-segmented results no matter the page number on which you began applying the additional filters.
- You will notice improved loading times for your Filters beta dropdowns.
- When applying filters from the Filters beta Name group, your search will segment as expected.
- IDs with special characters will be accepted by the Data Manager Importer.
- When editing a team member in your setting's Manage Team tab, you will be able to scroll through the school divisions dropdown list as expected.
- If exporting records from a dynamic list, your CSV file will export the current search segmentation applied to a list (applicable to those participating in Filters Beta).
- When using the Gift Date filter, your search will segment as expected (applicable to those participating in Filters Beta).
- When performing a segmented search using Filters beta, filter dropdowns will change width size to match width of filter options (applicable to those participating in Filters Beta).
- When using the Gift Date filter in Filters beta, your segmented search will return the corresponding accurate, expected results (applicable to those participating in Filters Beta).
- If exporting records from a bookmarked search, your CSV file will export as expected (applicable to those participating in Filters Beta).
- Navigation Bar - The EverTrue iOS app's navigation bar is now made up of a series of static tabs found at the bottom of your app's screen. These tabs house the same information previously found within a collapsable three-bar menu icon.
- Activity Tab - Designed to give quick access to the information you need while prospecting, an Activity tab was created to store Interactions, Meetings, and Trips data.
- An Expand Video dropdown that displays on a constituent's ThankView interactions within their Summary and Interactions tabs. Use this to access a playable thumbnail of the ThankView video!
- A hyperlinked See Reply button that appears beside these interaction, giving you quick indication that a constituent sent a reply to the ThankView.
- Helpful video details, such as the date it was first watched and the number of views it has received.
- When sorting by Last Contact Date in your Portfolios tab, prospects will appear in the correct order.
- When exporting dynamic lists, or filtered and bookmarked searches, Wealth and Assets, Assigned To, and Career Moves filter data will be included in your export file (applicable to those participating in Filters Beta).
- When entering interactions within a meeting details module, you will be able to save your interactions.
- If you have data visible in your Portfolios tab, this data will appear in your Full RM Assignments exports.
- Prospect Assignment Date
- Primary Unit
- Interaction Summary - default of 65,534 character limit.
- Interaction Description - default of 4,294,967,294 character limit.
- Proposal Title - default of 190 character limit.
- Proposal Description - default of 65,534 character limit.
9/14/23: Updating In-App Branding
You might have noticed small design changes make their way into the EverTrue app! Logo updates and color scheme adjustments are the result of our company's recent rebrand. The latest change made by our design team is applicable to those participating in Filters beta: filters paired back to our old EverTrue icon now showcase the new EverTrue pyramid.
Stay tuned as our design team continues implementing refreshed branding into both web and mobile app experiences!
9/14/23: Fixing EverTrue App Bugs
We released an additional bug fix to improve the EverTrue app experience:
9/14/23: Fixing EverTrue Android App Bugs
We released additional bug fixes to improve the EverTrue Android app experience:
9/7/23: Adding the Donor Potential Score to Mobile
We are excited to share that our newly-released Donor Potential Score (DPS) is now available on EverTrue iOS and Android mobile apps! The DPS is a precise, always-fresh score to help you segment and prioritize your donors. This score can help with balancing portfolios, trip and event planning, designing donor relations strategies, and more.
You will find the DPS within constituent profile Summary tabs.
Please note, scores will not populate for constituents who are non-donors or if your organization is not yet importing gift transaction data.
9/7/23: Enhancing the AI Profile Summary Feedback Experience
If your team is using our AI Profile Summary feature on either iOS or Android, you can now add context when sharing summary feedback in-app. To send more granular feedback on the AI summary provided, click the Helpful? button that appears next to a constituent profile's AI Summary section and select either Yes - Other or No.
9/7/23: Fixing EverTrue iOS App Bugs
We recently released a bug fix to improve the EverTrue iOS app experience:
9/6/23: Introducing EverTrue's AI Profile Summary for Android
Our AI Profile Summary feature is now available on Android mobile apps! If your team opts in to using this feature, you will find an AI Summary section appear within constituent profile Summary tabs.
Summaries will include various elements of constituent data, such as noteworthy giving events and digital engagement callouts. Instead of spending time manually compiling this information before donor meetings, use the AI Summary to get a high-level overview of prospects in seconds!
If you're ready to start using EverTrue's AI Profile Summaries, touch base with your CSM. Questions about how AI is being used at EverTrue? We have an FAQ geared towards answering these! Lastly, take a look at our dedicated help article for more detailed information about this new feature!
For any other questions reach out to the Genius Team at genius@evertrue.com.
…8/18/23: Exporting Career Moves Data as an EverTrue User
Our product team added the ability for EverTrue users to export Career Moves data using the Actions buttons found in the Constituents tab, and in individual lists and saved searches. Take a look at our help article covering steps on how to export this data!
8/9/23: Receiving Career Moves Notifications
If your team uses Career Moves, we are happy to share that in-app notifications will now be sent when monthly Career Moves export files are available for download. These notifications will make their way to your app's bell icon so you can review fresh data without missing a beat!
Receiving these notifications also means updates are reflected in-app (e.g. a constituent's Enrichment tab will include updated employment information if they experienced a career change) and Career Moves filters will return up-to-date results.
8/9/23: Enhancing the Donor Potential Score
Our product team added two enhancements to the recently released Donor Potential Score (DPS).
8/3/23: Introducing EverTrue's AI Profile Summary for iOS
We are excited to announce the release of EverTrue's AI Profile Summary for iOS! This is our first product feature that leverages AI to enhance your prospecting experience. If your team opts in to using this new feature, you will find an AI Summary section appear within constituent Summary tabs.
Summaries will include various elements of constituent data, such as noteworthy giving events and digital engagement callouts. Instead of spending time manually compiling this information before donor meetings, use the AI Summary to get a high-level overview of prospects in seconds!
If you're ready to start using EverTrue's AI Profile Summaries, touch base with your CSM. Questions about how AI is being used at EverTrue? We have an FAQ geared towards answering these! Lastly, take a look at our dedicated help article for more detailed information about this new feature!
8/3/23: Adding Career Moves Fields
If your organization uses Career Moves, you will find two new fields included in future export files downloaded from the Export Data tab within Settings.
Filter your file by alumni who have recently experienced a career move to easily pinpoint constituents deserving of congratulations!
8/3/23: Fixing EverTrue App Bugs
We released an additional bug fix to improve the EverTrue App experience:
For any other questions reach out to the Genius Team at genius@evertrue.com.
…7/31/23: Introducing the Donor Potential Score
EverTrue's Donor Potential Scores (DPS) is a rating that gauges the strength of a constituent's giving history, providing you with an easy-to-use tool to identify your best donors. This new score can be found within constituent profile Summary and Enrichment tabs and can be filtered on in your Constituents tab.
If you've previously used the EverTrue Index, you can think of the DPS as our enhanced replacement of this feature! The DPS includes an expanded rating system and an increase in the data used to determine scores. It is also refreshed daily, ensuring you have access to the most up-to-date ratings. Take a look at our dedicated help article to learn more about the Donor Potential Score!
For any other questions reach out to the Genius Team at genius@evertrue.com
…6/22/23: Upgrading our Career Moves Add-On
We are happy to share exciting enhancements to our Career Moves add-on that are now available to teams who have implemented this feature! With Career Moves, you can:
Take a look at our dedicated help resources to learn more about Career Moves and its recent updates!
6/20/23: Refining the Data Manager Importer Process
Our product team made two updates to the Data Manager Importer.
6/8/23: Updating Import Type Names in Data Manager
The Relationship Management Assignments and Team Assignments import type names were recently updated to Portfolio Assignments in the Data Manager Importer. This change is visible in both the dropdown of the Importer's upload page and the import template indicator of the mapping page.
If you are an EverTrue Owner, please note the Relationship Management Assignments export file found in the Export Data tab of your Settings page did not change names.
6/8/23: Fixing EverTrue iOS App Bugs
We recently released a bug fix to improve the EverTrue iOS app experience:
6/8/23: Fixing EverTrue App Bugs
We recently released a couple of bug fixes to improve the EverTrue app experience:
For any other questions reach out to the Genius Team at genius@evertrue.com
…5/31/23: Updating Implementation Data File Guides
We are excited to share updated versions of our Implementation Data File Guides with you! The guides contain all of the importable data details you are used to seeing, but display these insights in a new format. Within the updated guides, you will find:
Do you have the previous versions of our File Guides bookmarked? Fear not! If the following guide links were bookmarked, they will automatically redirect to these new resources:
Take a look at our dedicated help article to learn more about the Implementation File Guides. If you have any data questions or need help with your imports, please reach out to your Implementation Specialist.
5/26/23: Adjusting Bookmarked Searches Location in Filters Beta
We changed the location of our Bookmarked Searches feature to improve the tool's usability! Rather than needing to scroll to the bottom of your Constituent tab's Constituent page to access your bookmarked searches, you will find them housed in their own dropdown near the filters.
Clicking the Bookmarked Searches dropdown will populate a scrollable list of your bookmarked searches, organized alphabetically. Once a bookmarked search is selected from the dropdown, you will be taken to the search's detailed view that includes ownership information, applied filters, and segmented results.
Please note this feature change is applicable to those participating in Filters beta.
5/26/23: Updating Filtering Logic in Filters Beta
In addition to recently updating filter group logic behavior, our product team made changes to individual filter logic dropdowns. Using feedback delivered directly by users, we upgraded the language in these dropdowns to more clearly reflect how the logic selected would impact segmented results.
When selecting filtering logic from your first filter block, you will see the option to segment constituents Matching One or More of the applied filters. Previously, this logic option read as Matching Any of.
If applying filters to your second filter block, you will see Or One or More of and And One or More of logic options. Previously, these options read as Or Any of and And Any of.
If you are a Filters beta participant, please remember to continue sharing feedback about the enhanced filtering feature to our feedback form!
5/11/23: Adding a Map View to Filters Beta
We are excited to share that you can now access the much-loved map view in Filters beta! Using this view with our highly customizable filter options further enhances your ability to discover engaged constituents.
To access the Filters beta map view, be sure turn on your Filters Early Adopter toggle and click Map near the top-right corner of your Constituent tab's Search & Segment page. You can click Table if you'd like to navigate back to your table view!
Please note this addition is applicable to those participating in Filters beta.
5/11/23: Adding Dynamic List Instructions
If you are a Filters Beta participant but have not yet created a dynamic list, you will now find instructions covering how to create one on your Dynamic Lists tab. You will see a Learn more button when navigating to this tab. Clicking it will take you directly to our help article covering how to create and view dynamic lists!
5/11/23: Updating the Search Bar in Beta Filters
Our product team has made a temporary adjustment to the search bar found at the top of the EverTrue app for Filters Beta participants. If your Filters Early Adopter toggle is on, you will see Search constituents... in your search bar and search results will only reflect constituent matches. If your Filters Early Adopter toggle is off, you will see Search constituents and interactions... in your search bar, and search results will reflect both constituent and interaction matches.
This change was made to ensure searching by constituents while in Filters beta would still be possible while our product team works on layering back in interaction search capabilities. We will share an update to customers once this upgrade is complete!
5/11/23: Fixing EverTrue App Bugs
We released an additional bug fix to improve the EverTrue App experience:
5/1/23: Adjusting Proposal Amount Field Order
In an effort to more-accurately match the proposal process flow, we re-ordered the amount fields found in the EverTrue proposal form. These fields were previously ordered as Original Ask, Current Ask, Expected, and Funded. They are now ordered as Expected, Original Ask, Current Ask, and Funded.
5/1/23: Adding New Filters to Filters Beta
If you are a Filters beta participant, you will find two new filtering options when segmenting!
5/1/23: Updating Filter Group Logic Behavior in Filters Beta
We are excited to announce that we updated filtering logic behavior in Filters beta to better-reflect the expected user experience. With this update, you can now combine like-themed filters for even more granular segmentation.
Before this update, each filter used in a segmented search that included Matching All of logic was considered separate from each other. For example, if using the same filter block to search for someone who both has a primary address and lives in the city of Chicago, results would return back any constituent with a primary address (regardless of if it was in Chicago) and anyone who has an address in Chicago. With this new release, the applied filters will work as a combined group and results will return back constituents who have a primary address that is in Chicago.
If you'd like your filters to work separately from one another for a search like this, you can either change the logic dropdown in the first filter block to Matching One or More of or apply the second filter to the second filter block! In the following screenshot, you can see how our constituent count changed when applying this different logic type.
Stay tuned for more enhancements to our Filters beta feature!
For any other questions reach out to the Genius Team at genius@evertrue.com.
…4/28/23: Fixing Filters Beta Bugs
We released additional bug fixes to improve the experience of those participating in Filters Beta:
4/17/23: Adding Pinned Comments to EverTrue's iOS App
Our recently-released EverTrue Pinned Comments feature is now accessible on mobile! A new Pinned Comments section can be found on the Summary tab of a constituent profile in the EverTrue iOS app.
Take a look at our detailed article to learn how to pin EverTrue Comments in your iOS app and use them to your advantage!
4/17/23: Fixing EverTrue iOS App Bugs
We released additional bug fixes to improve the EverTrue iOS app experience:
4/17/23: Visualizing Character Counts in EverTrue's iOS App
Last month, we released character counts for specific proposal and interaction form fields if custom character limits differing from our defaults were implemented. Now, you will see those same character counts added beside these fields in their respective EverTrue iOS app forms!
4/17/23: Fixing Data Manager Bug
We released a bug fix to improve the EverTrue's Data Manager experience:
4/13/23: Adding the Reunion Year Group Filter to Filters Beta
Our product team introduced the much-loved Reunion Year Group filter to Filters beta! You can find this filter within the School filter category's Constituents group.
Use this filter to narrow down constituents of selected reunion groups, and combine it with other filters for advanced segmenting options! Please note this update is applicable to those participating in Filters Beta.
4/13/23: Fixing Filters Beta Bugs
We released additional bug fixes to improve the experience of those participating in Filters Beta:
4/13/23: Removing Zillow Branding from Constituent Profiles
When navigating to a constituent profile's Enrichment tab, you will notice Zillow branding and the Zestimate field removed from the tab's Address section. The information populating to these portions of Address was no longer accurate, and branding was removed to ensure the insights visible in this section are correct!
4/13/23: Fixing EverTrue App Bugs
We released additional bug fixes to improve the EverTrue App experience:
4/4/23: Increasing Recently Used Count in Filters Beta
Our product team increased the number of filters found within the Recently Used section of the Filters dropdown in Filters beta. Previously, you could choose from three of your most-recently-accessed filters to add to your segmented search. Now, you can choose from five. This increase enhances quick and easy segmenting possibilities!
Please note this update is applicable to those participating in Filters Beta.
4/4/23: Updating Language in Filters Beta Option Dropdowns
If you are participating in our Filters beta testing group, you might have noticed a small change to the button language used in your filter option dropdowns. At the bottom of each option dropdown, you can click View All to show a dropdown view containing all filter options or View Selected to condense your view to only those options selected. Previously, these buttons were labeled as All and Selected.
We made this change to add clarity to the function of these buttons and to make for more intuitive filtering!
4/4/23: Adding Clarity to Dynamic List Email Alerts
When setting up alerts for a dynamic list, you will see additional language in the Email Alerts popup explaining what will happen if your dynamic list saw no new updates. This popup is accessible by opening a list from your Dynamic Lists tab, clicking Actions, and selecting Email Alerts.
This language was included to ensure you'll know exactly to expect when setting your alert frequency! Please note this update is applicable to those participating in Filters Beta.
For any other questions reach out to the Genius Team at genius@evertrue.com.
…3/31/23: Cancelling Imports at Any Step
When importing files in our Data Manager, you can now cancel a job at any step of the upload process. This removes this need to wait until pre-processing completes. You will find a Cancel button on the following pages:
When clicking Cancel from any of these pages, you will be required to confirm the action to safeguard against an accidental cancellation.
3/30/23: Adding ThankView Engagement Metrics to Constituent Profile Engagement Tabs
Our product team rolled out the next phase of our continued enhancements to the integration between ThankView and EverTrue. In addition to the dropdown that was added to constituent profile Engagement tabs earlier this month, you will notice ThankView metrics added to the tab's Engagement Metrics dashboard. These metrics populate beneath the existing Facebook metrics that you are already familiar with!
For now, ThankView metrics will display dashes as our team continues making progress in their backend work that will allow the appropriate data to populate. If you have an integration established between ThankView and EverTrue, we have a couple of tips you can implement as we prepare for next steps:
We will be back with additional insights when metrics are viewable in this dashboard, sharing details about status states and how dashboard metrics are calculated!
3/29/23: Receiving Notifications for Shared Dynamic Lists
We recently included a notification element to the process of sharing dynamic lists. Now you will receive notifications if a dynamic list is shared with you! Additionally, you will be notified if your sharing permissions are modified, if access to a dynamic list is removed, and if a shared dynamic list is deleted. These notifications will all appear via your bell icon at the top of the EverTrue app!
Please note this update is applicable to those participating in Filters Beta.
3/29/23: Adding Constituents to Static Lists, Trips, and Pools from a Dynamic List
Our product team continues to enrich our Dynamic List feature by layering on new abilities. You can now add constituents from any of your dynamic lists to a static list, trip, or volunteer pool. To take this action, head to your Dynamic Lists tab and open one of your lists. Tick the checkbox next to the constituent(s) you would like to add, click the Actions button in the upper right-hand corner of your screen, and select Add to list, trip, or pool. An Add to... popup will appear in which you will see tabs representing each add option, and can choose to add those selected to either an existing or a brand new list, trip or volunteer pool.
Please note this update is applicable to those participating in Filters Beta.
3/29/23: Configuring Solicitor Titles in Proposal Forms
You can now configure solicitor titles directly within a proposal form! When adding solicitors to a proposal form, you will notice a new Select a title dropdown found to the right of each solicitor name. Use this dropdown to apply the relevant title.
3/29/23: Adding Ability to Clear Selected Dates
You will find a newly added Clear button to certain date selection dropdowns in the EverTrue app. This feature will give you the option to quickly clear an applied date when needed. You can access this button in the following areas:
In the example below, you can see the option to Clear a selected date within a proposal form's Date Created dropdown.
3/29/23: Fixing Filters Beta Bugs
We released additional bug fixes to improve the experience of those participating in Filters Beta:
3/16/23: Adding a ThankView Engagement Dropdown to EverTrue
You will now notice the addition of a dropdown to constituent profile Engagement tabs! This feature is part of the work our product team is doing to enhance the integration between ThankView and EverTrue. If you have an integration between these two platforms, you will soon be able to dive into aggregated ThankView engagement data directly within EverTrue!
More to come regarding this exciting new feature!
3/15/23: Fixing EverTrue App Bugs
We released several bug fixes to improve the EverTrue app experience:
3/14/23: Sharing Dynamic Lists in Filters Beta
Dynamic Lists just got better with the newly added ability to share your lists with colleagues! Use this feature to collaborate with your peers on a dynamic list and keep more members of your team clued into constituents meeting the list's filter parameters.
Check out our dedicated help article to learn how to start sharing your dynamic lists with teammates (applicable to those participating in Filters Beta)!
3/13/23: Introducing EverTrue Pinned Comments
You can now save important constituent details to their respective profiles using EverTrue Pinned Comments! This feature maximizes the ability to quickly share constituent information with your team and makes easy work of remembering specific details that will strengthen your prospect relationships. A new Pinned Comments section can be found on the Summary tab of a constituent profile.
Take a look at our detailed article to learn how to pin EverTrue Comments and use them to your advantage!
3/6/23: Visualizing Character Counts
If you request character limits that differ from our defaults for certain proposal and interaction form fields, you will now notice character counts added beneath these fields in their respective form. This count visualization will help you track just how close you are to reaching the limit for those specific fields. When you try to type beyond the established maximum, your character counter will turn red and indicate that you exceeded your limit.
3/6/23: Fixing EverTrue App Bugs
We released additional bug fixes to improve the EverTrue App experience:
3/2/23: Improved EverTrue iOS App Workflow
We just released an update to the EverTrue iOS app layout that will make prospecting from the road easier than ever! The most noteworthy layout changes you'll find are:
Take a look at our article detailing how to navigate your iOS app's new layout!
3/1/23: Updating ThankView Interactions in EverTrue
If you use EverTrue's ThankView integration, you will find several enhancements to the ThankView interactions populating within EverTrue! We recently added the following features:
Learn more in our help article about how this integration helps you review automatically-imported ThankView data without needing to leave EverTrue!
For any other questions reach out to the Genius Team at genius@evertrue.com.
…2/28/23: Setting "If/Then" Logic for Proposal Fields
We added the ability to implement "if/then" logic for your Ask Date and Ask Amount proposal fields. If you input an ask date or amount after requesting this logic, the corresponding date or amount field will be marked as required. This update ensures that important information routed back into your CRM is not missed.
Below, you can see an example of a proposal form that does not use "if/then" logic for its Original Ask field.
In contrast, take a look at a form that includes this logic for its Original Ask proposal field. As you can see, the two fields will be visually connected when "if/then" logic is applied.
If your team is interested in incorporating this logic, let your CSM know or reach out to our Genius Team at genius@evertrue.com!
2/15/23: Fixing EverTrue App Bugs
We released several bug fixes to improve the EverTrue App experience:
2/3/23: Adding RM Assignment Fields in Data Manager
Two new Relationship Management Assignment fields are now available to add in the Data Manager importer:
You will use these fields if you are participating in the EverTrue Insights beta testing group. They will import additional data that will appear in your Insights dashboards.
2/1/23: Ability to Set Required Fields on Interactions
You can now set additional required fields on interactions and proposals. Customizing which fields you would like to set as required ensures your team fills out critical information that is sent back to your CRM, eliminating the need for manual cleanup work! Take a look at our help article breaking down your interaction form fields, including those that are automatically set as required. We have a similar article breaking down your proposal form fields.
If you would like to mark more fields as required by your team, let our Genius Team at genius@evertrue.com know! Once set, you will see a REQUIRED label appear next to the field within the form.
2/1/23: Setting Character Limits for Interactions and Proposal Fields
We added the ability to request lower character limits for certain fields in your in-app interaction and proposal forms. The following fields have default character limits that can be adjusted:
Requesting a change in character limits can be used to build consistency between your EverTrue data and the data found in your chosen CRM. If you would like to adjust the defaults for these fields to lower limits, connect with our Genius Team at genius@evertrue.com!
For any other questions reach out to the Genius Team at genius@evertrue.com.
…