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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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