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Getting Started: EverTrue New User Guide
Contents Getting Started with EverTrue Setting up your Account Learning the Basics Training Resources Getting Started with EverTrue Welcome to the EverTrue family - we are so excited to have you!…
updated
6 mths ago
216
Getting Started
All About: Constituent Profiles
Contents What are Constituent Profiles? Navigating a Constituent Profile Summary Tab Constituent Info Tab Enrichment Tab Engagement Tab Giving Tab Interactions Tab Proposals Tab What are Constituent…
updated
13 days ago
165
1
Getting Started
Customizing your Columns
EverTrue allows you to customize how you view your constituent data when browsing and filtering or viewing a list or saved search by adjusting both the columns you view and their order!…
updated
6 mths ago
108
Getting Started
Adding Custom Fields to your Database
Contents Implementing Custom Fields Creating Custom Fields Mapping Custom Fields Configuring Custom Fields Locating Custom Fields in EverTrue Implementing Custom Fields EverTrue allows your…
updated
10 days ago
173
Getting Started
Using EverTrue Comments
Contents How to Take Advantage of Comments FAQ Can I mention and/or tag my colleagues or other constituents in comments? Will I receive a notification from Comments?…
updated
6 mths ago
89
Getting Started
Exporting Data from a Saved Search or List
EverTrue offers you the ability to export a set of constituent data from either your saved search results or a list you've created. To export this data,…
updated
6 mths ago
112
Getting Started
Updating a Contact (Web)
table of contents Contents Suggesting a Contact Update Using a Constituent Profile to Suggest a Contact Update Using the Trips & Meetings Tab to Suggest a Contact Update Reviewing Suggested Contact…
updated
6 mths ago
169
Getting Started
Using To-Dos and Reminders
Contents Creating To-Dos and Setting Reminders Marking To-Dos as Complete Editing To-Dos and Reminders To-Dos and Reminders Notifications With EverTrue's To-Dos and Reminders feature,…
updated
3 mths ago
78
Getting Started
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