Help Center
Contact Us
How to enable Javascript
Sign Up
Login
Search
Home
Using EverTrue
EverTrue Basics
Mobile
Filter
Tags
Follow
Top Five Reasons to Use the App
With powerful mobile platforms available for all customers on iOS and Android, EverTrue helps you leave spreadsheets, file folders, briefcases, and padfolios behind.…
updated
6 mths ago
93
Mobile
Using Search Filters and Profiles (Mobile)
We've created a video of helpful tips for using EverTrue search filters and reviewing constituent profiles within our mobile app. If you are interested in finding out how to use the map and app…
updated
6 mths ago
79
Mobile
Creating and Viewing Lists (Mobile)
Using a Constituent Profile Similar to adding constituents to newly created or existing lists on the web, you can add constituents to lists and view existing lists via your mobile device (iOS only).…
updated
2 wk ago
78
Mobile
Using Map Draw Function to Find Constituents (iOS)
Contents Using the Draw Function Applying Filters to Drawn Area Add Meeting to Trip for Constituent Selected from Drawn Area Using the draw function on the map view of the EverTrue iOS app is a…
updated
6 mths ago
68
Mobile
Dictating Interactions (Mobile)
We want to save you time while you're on the road, which is why we've included built-in voice dictation for meetings found within your app's Trips & Meetings tab! To access this feature,…
updated
4 mths ago
73
Mobile
Using the Map and App Navigation (Mobile)
We've created a video of helpful tips for using your EverTrue map features and app navigation within our mobile app. If you are interested in learning about how to use search filters and reviewing…
updated
6 mths ago
80
Mobile
Using Trips & Meetings on Mobile
Using your mobile app's Trips & Meetings tab offers a great way to keep track of your travels and make adjustments while you are on the road. You can even dictate your interaction notes in-app and…
updated
6 mths ago
80
Mobile
Updating a Contact (Mobile)
Similar to suggesting a contact update on the web, you can submit updates via your mobile device (iOS only). To start this process, you'll open your EverTrue mobile app and locate the constituent…
updated
6 mths ago
86
Mobile
Navigating your EverTrue iOS App
The EverTrue iOS App will be your go-to tool for getting closer to your prospecting goal while on the road. We recently made some changes to the app's layout to better-reflect workflows used to…
1 mth ago
45
Mobile
Tags
Home
Using EverTrue
EverTrue Basics
Getting Started
Constituent Profiles
Saved Searches
Lists
Interactions
Trips & Meetings
Proposals
Mobile
Implementation & Data
Implementation
Data
Formatting
RE NXT
SFTP Automation
Exports
Account & Troubleshooting
Account
Troubleshooting
Add-Ons & Integrations
Launchpad
Career Moves
Windfall
Portfolios
Facebook Integration
Eventbrite Integration
Emma Integration
Miscelaneous Integrations
EverTrue Beta Testing
Filters Beta
Bookmarked Searches
Dynamic Lists
Volunteer by EverTrue
For Admins
Getting Started
Volunteer Pools
Volunteer Featuers
Volunteer Data
For Volunteers
Volunteer Basics
Volunteer for Mobile
FAQs and Troubleshooting
Guides & Use Cases
Alumni Relations Playbook
Relationship Management Playbook
Annual Giving Playbook
Volunteer Management Guide
Use Cases
EverTrue Platform Trainings
EverTrue Updates
Tags