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Interactions

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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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