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Adding Interactions to EverTrue
Contents Importing Interactions Viewing Interactions after Import Writing Interactions Using a Constituent Profile Using the Trips & Meetings Tab Using the Proposal Tab Importing Interactions…
- updated 6 mths ago
- 166
- Interactions

Viewing and Filtering Interactions
Contents Navigating Interactions Using the Interactions Tab Using Filters Using a Constituent Profile Navigating Interactions Once you have your interactions logged in EverTrue,…
- updated 1 mth ago
- 93
- Interactions

Configuring your Interaction Form
Contents Establishing Internal Expectations Breaking Down the Interaction Form Custom Fields Substantive Toggle Additional Constituents Required Fields Character Limits Maximum Values Interaction…
- updated 3 wk ago
- 175
- Interactions

Exporting Interactions
Contents Exporting Interactions Manually Editing your Interaction Export Schedule Understanding Export Format Defining Common Export Fields If your organization is using EverTrue's Interaction Form,…
- updated 6 mths ago
- 164
- Interactions

Using EverTrue Pinned Comments
What is EverTrue Pinned Comments? EverTrue's Pinned Comments feature gives you the ability to quickly pass along important constituent information to your team.…
- updated 2 wk ago
- 58
- Interactions

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