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Adding Interactions to EverTrue
Importing Interactions Included with the EverTrue Core platform is the option to import interactions (contact reports, meeting notes, emails, etc). Interactions enhance your EverTrue experience by…
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Viewing and Filtering Interactions
Navigating Interactions Once you have your interactions logged in EverTrue, whether imported or written in EverTrue, you'll have multiple access points to this new set of data.…
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Configuring Your Interaction Form
Establishing Internal Expectations There is a lot to consider when setting up and configuring your interaction form in EverTrue. Use the guide below to help you through the process and make sure…
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Exporting Interactions
If your organization is using EverTrue's Interaction Form, you have the ability to export interactions written in the EverTrue platform both manually or by using scheduled exports.…
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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.…