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All About: Lists
Contents What are EverTrue Lists? Creating and Viewing Lists Using the Lists Tab to Create and View Lists Using the Constituents Tab to Create and View Lists Using a Constituent Profile to Create…
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5 mths ago
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Lists
Using List Activity
Contents Understanding List Activity Mentioning a Colleague Linking a Constituent Profile List Notifications Understanding List Activity List Activity is a collapsable feed found to the right of a…
updated
6 mths ago
87
Lists
List vs. Saved Search
You may be wondering...what is the difference between a list and a saved search in EverTrue? While they both store a set of constituents, one key difference sets them apart! List:…
updated
6 mths ago
96
Lists
Collaborating on Lists (Web)
Contents Adding Collaborators Removing Collaborators Understanding List Permissions Adding Collaborators Adding list collaborators is a great way to share the ability to take action on lists,…
updated
6 mths ago
98
Lists
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