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All About: Constituent Profiles
What are Constituent Profiles? Get to know the EverTrue Constituent Profile! This will be your home base for all constituent insights and data. Constituent Profiles are organized into tabs,…
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All About: Filters
What are Filters? Filters in EverTrue give you the power to narrow down your constituent base using data from both your internal CRM and our integrations.…
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Adding Custom Fields to Your Database
Implementing Custom Fields EverTrue allows your institution to implement custom fields at the constituent level to ensure that any additional data points your team needs in the product(s) are…
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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,…
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Updating a Contact (Web)
Suggesting a Contact Update Need to update the contact info of one of your prospects? When you look up a constituent in EverTrue, you now have the ability to suggest an update or change directly from…