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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

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