Updates Category

Updates
Find important information about new features and other platform updates.
    EverTrue Product Updates: February 2024
    <h2>2/15/24: Updating Filters Beta</h2> <p style="text-align:start">Our product team is working to consolidate EverTrue's filtering experiences by merging the best functionalities of both&nbsp;<a href="/category/evertrue-filters" rel="nofollow noopener noreferrer">Filters Beta</a>&nbsp;and classic Filters. Starting mid-February 2024, we will begin to limit Filters Beta usage and feature functionality in preparation for this work. If your team is participating in Filters Beta, please take note of the following updates:</p> <ul> <li>If you are a user without a saved dynamic list or bookmarked search, the&nbsp;<strong>Filters Early Adopter</strong>&nbsp;toggle will be removed from your&nbsp;<strong>Constituents</strong>&nbsp;tab, and Filters Beta will no longer be accessible.&nbsp;</li> <li>If you are a user with at least one dynamic list or bookmarked search, you can still use this toggle to access Filters Beta, but you will not be able to modify existing or create new dynamic lists or bookmarked searches.</li> </ul> <p style="text-align:start">To stay up-to-date with Filters consolidation and enhancement progress, subscribe to our&nbsp;<a href="/category/updates" rel="nofollow noopener noreferrer">EverTrue Updates articles</a>! If you have questions about these changes, please reach out to your CSM.</p> <hr> <h2>2/13/24: Revamping Relationships in Constituent Profiles&nbsp;</h2> <p style="text-align:start">We're back with our product team's most recent enhancement aimed at refining household connections in EverTrue! To quickly identify a constituent's household members when prospecting, we've updated how imported relationships appear in constituent profiles. If you navigate to a profile's&nbsp;<strong>Constituent Info</strong>&nbsp;tab, you'll find a&nbsp;<strong>Constituent Connections</strong>&nbsp;section that organizes relationships into 2 categories:&nbsp;</p> <ol> <li><p><strong>Household Members</strong>&nbsp;- This category includes constituent relationship types with a shared Household ID, and lists this ID beneath its title.</p></li> <li><p><strong>Other Relationships</strong>&nbsp;- This category includes all remaining constituent relationship types, such as other family members, friends, or acquaintances.</p></li> </ol> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/64c46e1b-e227-4ac1-8626-7fbe19ff3f1c/h/547.png" style="" width="2453"></p> <p style="text-align:start">For a more detailed look at&nbsp;<strong>Constituent Connections</strong>, take a look at <a href="/t/y4hw1yp/adding-constituent-relationships" rel="nofollow noopener noreferrer">our dedicated help article</a>!</p> <hr> <h2>2/12/24: Caching AI Profile Summaries</h2> <p style="text-align:start">Our&nbsp;<a href="/t/x2yhldd/using-evertrues-ai-profile-summary" rel="nofollow noopener noreferrer">AI Profile Summary feature</a>&nbsp;on iOS and desktop now incorporates caching, allowing you to access a constituent's summary with consistent language for a 24 hour period! Profile summaries are generated and stored on a per-user basis, meaning you and a teammate will see unique results when viewing the same constituent profile.&nbsp;</p> <p style="text-align:start">These enhanced summaries are accessible to iOS and desktop users of organizations that have enabled&nbsp;<a href="/t/83hvkvl/ai-and-evertrue-faq" rel="nofollow noopener noreferrer">EverTrue's AI functionality</a>. Are&nbsp;you an Android user looking to access cached summaries? Don't fear, our product team is hard at work bringing this functionality to all users! If you are interested in using AI-supported features like this, please contact your CSM.</p> <hr> <h2>2/1/24: Searching by Constituent Phone Number on Desktop and iOS</h2> <p style="text-align:start">When you receive a callback from an unknown number, you can now quickly identify the constituent who reached out by&nbsp;searching that phone number in either the EverTrue desktop or iOS app. To do so, navigate to your app's search bar (for iOS, this is found at the top of the&nbsp;<strong>Constituents</strong>&nbsp;tab) and input the phone number.</p> <p style="text-align:left"><img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/4451cb66-3eb1-4444-904f-1c5bdbe8213a/h/547.png" style="padding:0px"></p> <ul> <li><strong>Note</strong>: For best results, please enter phone numbers with numeric values&nbsp;when searching&nbsp;(e.g., 8225555074).</li> </ul> <hr> <h2>2/1/24: Saving Scroll Position when Viewing Interactions</h2> <p style="text-align:start">When opening an interaction's detailed view from either the&nbsp;<strong>Interactions</strong>&nbsp;tab in the left-hand navigation bar or a constituent profile, you can now click back to the list of interactions without losing your position! We'll remember your place and return you to the same spot in the list, ensuring you no longer need to scroll through dozens of interactions during your review.</p> <p style="text-align:left"><img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/4f41dfbe-15fd-4ee2-a131-c549db38b4be/h/547.gif" style="padding:0px"></p> <hr> <p>For any other questions reach out to&nbsp;EverTrue Support at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More
    EverTrue Product Updates: January 2024
    <h2>1/31/24: Fixing EverTrue iOS App Bugs</h2> <p style="text-align:start">We recently&nbsp;released a bug&nbsp;fix to improve the EverTrue iOS app experience:</p> <ul> <li>When planning trips and&nbsp;meetings using the iOS app, scheduling tools will fit to your screen as expected.&nbsp;</li> </ul> <hr> <h2>1/10/24: Importing Household IDs</h2> <p style="text-align:start">As part of our product team's effort to simplify&nbsp;<a href="/t/q6y33sk/evertrue-product-updates-december-2023" rel="nofollow noopener noreferrer">connecting constituents who are members of the same household</a>, you can now import Household IDs directly into the EverTrue platform! We've added an optional&nbsp;<strong>Household ID</strong>&nbsp;field to the&nbsp;<a href="https://data.evertrue.com/importer" rel="nofollow noopener noreferrer" target="_blank">Data Manager Importer</a>, visible when uploading the following two file types:</p> <ol> <li><a href="/t/q6hwkl4/data-format-guides#constituent-file-guide" rel="nofollow noopener noreferrer">Comprehensive Constituent&nbsp;Files</a></li> <li><a href="/t/35hsjkc/using-micro-files#micro-file-1-identity" rel="nofollow noopener noreferrer">Identity Micro Files</a></li> </ol> <p style="text-align:left"><img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/6a94c393-8836-47e1-8dea-b7f8e6179e8a/h/547.png" style="padding:0px"></p> <p style="text-align:start">If your organization's CRM supports tracking household relationships, you can use this field to ensure constituents of the same household are linked. Once imported, you will be able to create joint interactions for these household members!&nbsp;&nbsp;</p> <p style="text-align:start">For detailed information about the&nbsp;<strong>Household ID&nbsp;</strong>field, take a look at the&nbsp;<a href="https://docs.google.com/spreadsheets/d/1PTBo7gj3Owu4KhjDWclGjRjcgesy10FTqtxpYUErUEc/edit#gid=1176837540" rel="nofollow noopener noreferrer" target="_blank">General Info Field Group</a>&nbsp;found in our Constituent File Guide.&nbsp;If you have questions about this new field, please contact your CSM or reach out to EverTrue Support at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More
    EverTrue Product Updates: December 2023
    <h2>12/20/23: Creating Joint Interactions for Household Members</h2> <p style="text-align:start">Our product team is working to simplify the process of connecting constituents who are two halves of the same household. We're excited to introduce the first enhancement in this effort: the ability to create joint interactions for household members!&nbsp;</p> <p style="text-align:start">If your organization allows&nbsp;<a href="/t/35hw1dc/adding-interactions-to-evertrue#writing-interactions" rel="nofollow noopener noreferrer">writing interactions directly in the EverTrue platform</a>, you'll notice a checkbox beneath the&nbsp;<strong>Additional Constituents</strong>&nbsp;search in your interaction form. Check this box to quickly create a joint interaction for two constituent records that are part of the same household.</p> <p style="text-align:left"><img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/37deba32-45f5-4b98-90c9-0d41868cd9af/h/547.png" style="padding:0px"></p> <p style="text-align:start">Please note, this checkbox will be visible only if the following conditions are true:</p> <ul> <li>Your organization imports&nbsp;<a href="/t/q6hwkl4/data-format-guides#relationships-field-group" rel="nofollow noopener noreferrer">constituent relationship type data</a>, and&nbsp;at least one of these relationship types is mapped as "spousal" in our platform.</li> <li>Your organization allows adding multiple constituents to a&nbsp;single interaction.&nbsp;</li> </ul> <p style="text-align:start">If you don't see this feature but expect to, please contact your CSM or reach out to EverTrue Support at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>. Stay tuned for additional updates on household connections!</p> <hr> <p style="text-align:start">For&nbsp;any other questions&nbsp;reach&nbsp;out to&nbsp;EverTrue Support at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a></p>…
    Read More
    EverTrue Product Updates: November 2023
    <h2>11/29/23: Fixing EverTrue iOS App Bugs</h2> <p style="text-align:start">We released the following bug&nbsp;fixes to improve the EverTrue iOS app experience:</p> <ul> <li>When using&nbsp;Wealth Enrichment filters on the EverTrue iOS app, results will segment as expected.</li> <li>When viewing meetings in your EverTrue iOs app's <strong>Activity</strong> tab, meeting dates will display as expected.</li> </ul> <hr> <h2>11/22/23: Updating Gift Transaction Links</h2> <p style="text-align:start">Our product team has updated gift transaction links found in the&nbsp;<strong>Giving</strong> tabs of constituent profiles to enhance their visibility. Clicking on a gift transaction link provides you a detailed view with additional information about the gift.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/a54259d5-051a-42af-bd58-6dc4cdae1a9f/h/547.png" style="" width="2424"></p> <p style="text-align:start">If you are interested in learning more about navigating gift transactions in EverTrue, take a look at our <a href="/t/35hw50k/navigating-gift-transactions" rel="nofollow noopener noreferrer">dedicated help article</a>!</p> <hr> <h2>11/22/23: Adding Career Moves Fields</h2> <p style="text-align:start">If your organization uses&nbsp;<a href="/category/career-moves" rel="nofollow noopener noreferrer">Career Moves</a>, the&nbsp;<strong>Career Moves (New Updates)</strong>&nbsp;monthly export file now includes a new&nbsp;<strong>Changed Columns</strong>&nbsp;field. For constituents with an <strong>update</strong>&nbsp;status in their&nbsp;<strong>Changed Status</strong>&nbsp;column, this field will indicate which of their Career Moves data areas have been updated since the previous month's file delivery.&nbsp;</p> <p style="text-align:left"><img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/f57c3f30-e63c-47cf-8f1e-e1bf22b460e5/h/547.png" style="padding:0px"></p> <p style="text-align:start">As you navigate your Career Moves export files, be sure to reference our&nbsp;<a href="https://drive.google.com/file/d/1P-JTJYniQK43z4DoZ_zzjuEAs7ZBUhMs/view" rel="nofollow noopener noreferrer" target="_blank">Career Moves Data Dictionary</a>&nbsp;for field definitions and examples!&nbsp;</p> <hr> <h2>11/2/23: Introducing EverTrue's AI-Generated Emails for Desktop</h2> <p style="text-align:start">Our AI-Generated Emails are now available on desktop! This feature streamlines the process of creating a first email draft by providing a customizable starting point. If your team opts in to using this AI tool, you will find AI-generated templates when clicking the&nbsp;<strong>Contact</strong>&nbsp;button in a constituent's profile.&nbsp;</p> <p style="text-align:left"><img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/4563b5d5-eaef-4d05-b771-6a7967b4eeee/h/547.png" style="padding:0px"></p> <p style="text-align:start">AI-Generated Emails are already accessible to users who have enabled&nbsp;<a href="/t/x2yhldd/using-evertrues-ai-profile-summary" rel="nofollow noopener noreferrer">EverTrue AI Profile Summaries</a>. If you are interested in using these AI-supported features, please contact your CSM. For more detail on how to send AI-Generated Emails from your desktop, check out our&nbsp;<a href="/t/q6yh9z0/using-evertrues-ai-generated-emails" rel="nofollow noopener noreferrer">dedicated help article</a>!</p> <hr> <p style="text-align:start">For&nbsp;any other questions reach&nbsp;out to&nbsp;EverTrue Support at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More
    EverTrue Product Updates: October 2023
    <h2>10/31/23:&nbsp;Adding a New Career Moves Export File</h2> <p style="text-align:start">We are excited to introduce our&nbsp;<strong>Career Moves (New Updates)</strong>&nbsp;export file, built to make easier work of navigating Career Moves data. This file includes only constituents who saw changes to their career data since the previous month's file delivery. You can access it in the&nbsp;<strong>Export Data</strong>&nbsp;tab of your account's&nbsp;<strong>Settings</strong>&nbsp;page, and will find October's data already available for download!</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/80ded36c-5ae5-423d-9399-e16bd33cf674/h/547.png" style="" width="1114"></p> <p style="text-align:start">The file features a new&nbsp;<strong>Change Status&nbsp;</strong>field<strong>&nbsp;</strong>that specifies what type of data change occurred for each constituent. It includes the following statuses:&nbsp;</p> <ul> <li><strong>New: </strong>Indicates<strong>&nbsp;</strong>this is the first time we have seen the constituent record&nbsp;in our Career Moves screening.</li> <li><strong>Update:&nbsp;</strong>Indicates the constituent has been&nbsp;part of previous Career Moves files, but something on the record has changed (e.g. recently changed job, new confidence match, etc.).</li> <li><strong>Delete:&nbsp;</strong>Indicates the constituent has been part of previous Career Moves files, but is no longer included in our most recent update. We recommend reviewing and, if appropriate, deleting prior updates for constituents flagged with this status from your CRM to ensure data accuracy.</li> </ul> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/6a198caa-d75c-422f-b5ec-f6a2561e57d3/h/547.png" style="" width="872"></p> <p>As you&nbsp;use our&nbsp;<strong>Career Moves (New Updates)</strong>&nbsp;file, be sure to share questions and feedback with your CSM so we can continue enhancing&nbsp;<a href="/category/career-moves" rel="nofollow noopener noreferrer">our Career Moves offering</a>!&nbsp;</p> <hr> <h2>10/19/23: Introducing EverTrue's AI-Generated Emails for Mobile</h2> <p style="text-align:start">Our product team is continuing to build features that leverage AI, and couldn't be more excited to share the latest: AI-Generated Emails! This feature will streamline your communication process by quickly creating email drafts for your most common stewardship touchpoints.</p> <p style="text-align:start">To find these drafts, tap the email icon in a constituent profile and select a template.&nbsp;In short time, a draft will appear which you can then edit to add your own personal touch and flair.&nbsp;</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/24995287-2e4f-4de6-9d41-04e9309cb05e/h/547.png" style="" width="383"></p> <p style="text-align:start">This feature is already accessible to users who have enabled&nbsp;<a href="/t/x2yhldd/using-evertrues-ai-profile-summary" rel="nofollow noopener noreferrer">EverTrue AI Profile Summaries</a>. If you are interested in using these AI-supported features, please contact your CSM. For more detail on how to send AI-Generated Emails from your mobile device, check out our dedicated help articles!</p> <ul> <li><a href="/t/60yhw5a/using-ai-generated-emails-on-your-ios-app" rel="nofollow noopener noreferrer">Using AI-Generated Emails on your iOS App</a></li> <li><a href="/t/q6yhs3z" rel="nofollow noopener noreferrer">Using AI-Generated Emails on your Android App</a></li> </ul> <hr> <h2>10/3/23: Introducing EverTrue's AI Profile Summary for Desktop</h2> <p style="text-align:start">Our AI Profile Summary feature is now available on desktop! If your team opts in to using this feature, you will find a&nbsp;<strong>What You Need to Know</strong>&nbsp;section appear within constituent profile&nbsp;<strong>Summary</strong>&nbsp;tabs.&nbsp;</p> <p style="text-align:left"><img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/15554237-06a0-4397-b6c5-12d0d2901bea/h/547.png" style="padding:0px"></p> <p style="text-align:start">Summaries will include various elements of constituent data, such as noteworthy giving events and digital engagement callouts.&nbsp;Instead of spending time manually compiling this information before donor meetings, use the AI-generated summary to get a high-level overview of prospects in seconds!</p> <p style="text-align:start">If you're ready to start using EverTrue's AI Profile Summaries, touch base with your CSM. Once&nbsp;enabled, the feature will be accessible to all users across desktop, iOS, and Android apps. Questions&nbsp;about how AI is being used at EverTrue? We have&nbsp;<a href="/t/83hvkvl/ai-and-evertrue-faq" rel="nofollow noopener noreferrer">an FAQ&nbsp;geared&nbsp;towards answering these</a>!&nbsp;Lastly,&nbsp;take a look at our dedicated help article for&nbsp;<a href="/t/x2yhldd/using-evertrues-ai-profile-summary" rel="nofollow noopener noreferrer">more detailed information about this new feature</a>!&nbsp;</p> <hr> <p>For any other questions reach&nbsp;out to&nbsp;EverTrue Support at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More
    EverTrue Product Updates: September 2023
    <h2>9/14/23: Updating In-App Branding</h2> <p style="text-align:start">You might have noticed small design changes make their way into the EverTrue app! Logo updates and color scheme adjustments are the result of&nbsp;<a href="https://www.evertrue.com/2023/07/15/the-future-of-evertrue-a-look-inside-our-new-brand/" rel="nofollow noopener noreferrer" target="_blank">our company's recent rebrand</a>. The latest change made by our design team is applicable to those participating in&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters beta</a>: filters paired back to our old EverTrue icon now showcase the new EverTrue pyramid.</p> <p style="text-align:left"><img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/bb557362-84c7-4a0e-b006-f1ea3239351b/h/547.png" style="padding:0px"></p> <p style="text-align:start">Stay tuned as our design team continues implementing refreshed branding into both web and mobile app experiences!</p> <hr> <h2>9/14/23: Fixing EverTrue App Bugs</h2> <p style="text-align:start">We released an additional bug fix to improve the EverTrue app experience:</p> <ul> <li>If your organization&nbsp;utilizes&nbsp;<a href="/category/emma-integration" rel="nofollow noopener noreferrer">our integration with Emma</a>, you will find that the action of sending&nbsp;lists&nbsp;to Emma from EverTrue is working as expected.&nbsp;&nbsp;</li> </ul> <hr> <h2>9/14/23: Fixing EverTrue Android App Bugs</h2> <p style="text-align:start">We released additional bug fixes to improve the EverTrue Android app experience:&nbsp;</p> <ul> <li>When viewing a constituent profile, you&nbsp;now have the ability to swipe from one profile tab to the next. Ahead of this fix, you could only navigate to different profile tabs by clicking individual tab names.</li> <li>When using&nbsp;the&nbsp;<strong>Email Me a Link</strong>&nbsp;sign in option, the&nbsp;access&nbsp;link sent to your email will log you in&nbsp;as&nbsp;expected.&nbsp;</li> </ul> <hr> <h2>9/7/23: Adding the Donor Potential Score to Mobile</h2> <p>We are excited to share that our <a href="/t/g9h9l4h/all-about-donor-potential-score" rel="nofollow noopener noreferrer">newly-released Donor Potential Score (DPS)</a> is now available on EverTrue iOS and Android mobile apps!&nbsp;The DPS is a precise, always-fresh score to help you segment and prioritize your donors. This score can help with balancing portfolios, trip and event planning, designing donor relations strategies, and more.</p> <p>You will find the DPS within constituent profile&nbsp;<strong>Summary</strong> tabs.&nbsp;</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/029ac87e-5206-4e9a-b53a-f4aa092d258f/h/547.png" style="" width="384"></p> <p>Please note, scores will not populate for constituents who are non-donors or if your organization is not yet importing gift transaction data.</p> <hr> <h2>9/7/23: Enhancing the AI Profile Summary Feedback Experience</h2> <p>If your team is using our <a href="/t/m1h4dx8/using-ai-profile-summary-on-your-ios-app" rel="nofollow noopener noreferrer">AI Profile Summary feature</a> on either iOS or Android, you can now add context when sharing summary feedback in-app. To send more granular feedback on the AI summary provided, click the <strong>Helpful?</strong> button that appears next to a constituent profile's&nbsp;<strong>AI Summary</strong> section and select either <strong>Yes - Other</strong> or <strong>No</strong>.&nbsp;</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/9256e4f2-794d-4e1a-b264-53c296f531e2/h/547.jpg" style="" width="382"></p> <hr> <h2>9/7/23: Fixing EverTrue iOS App Bugs</h2> <p style="text-align:start">We recently&nbsp;released a bug&nbsp;fix to improve the EverTrue iOS app experience:</p> <ul> <li>When using the <strong>Email Me a Link</strong> sign in option, the&nbsp;access&nbsp;link sent to your email will log you in&nbsp;as expected.&nbsp;</li> </ul> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/2b27907f-c1f9-434d-b3fe-f18062613148/h/547.png" style="" width="370"></p> <hr> <h2>9/6/23: Introducing EverTrue's AI Profile Summary for Android</h2> <p style="text-align:start">Our AI Profile Summary feature is now available on Android mobile apps! If your team opts in to using this feature, you will find an&nbsp;<strong>AI Summary</strong>&nbsp;section appear within constituent profile&nbsp;<strong>Summary</strong>&nbsp;tabs.&nbsp;</p> <p style="text-align:left"><img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/69b6300e-ffc1-4bc9-81fb-36c9cc8417a3/h/547.png" style="padding:0px" width="384"></p> <p style="text-align:start">Summaries will include various elements of constituent data, such as noteworthy giving events and digital engagement callouts.&nbsp;Instead of spending time manually compiling this information before donor meetings, use the AI Summary to get a high-level overview of prospects in seconds!</p> <p style="text-align:start">If you're ready to start using EverTrue's AI Profile Summaries, touch base with your CSM. Questions&nbsp;about how AI is being used at EverTrue? We have&nbsp;<a href="/t/83hvkvl/ai-and-evertrue-faq" rel="nofollow noopener noreferrer">an FAQ&nbsp;geared&nbsp;towards answering these</a>!&nbsp;Lastly,&nbsp;take a look at our dedicated help article for&nbsp;<a href="/t/x2yqzg9/using-ai-profile-summary-on-your-android-app" rel="nofollow noopener noreferrer">more detailed information about this new feature</a>!&nbsp;</p> <hr> <p>For any other questions&nbsp;reach&nbsp;out to&nbsp;EverTrue Support at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More
    EverTrue Product Updates: August 2023
    <h2>8/18/23: Exporting&nbsp;Career Moves Data as an EverTrue User</h2> <p style="text-align:start">Our product team added the ability for EverTrue users to export Career Moves data using the&nbsp;<strong>Actions</strong>&nbsp;buttons found in the&nbsp;<strong>Constituents</strong>&nbsp;tab, and in individual lists and saved searches. Take a look at our help article covering <a href="/t/60hwk1a/all-about-career-moves#exporting-careermoves-data-as-an-evertrue-user" rel="nofollow noopener noreferrer">steps on how to export this data</a>!</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/02f170b7-e272-4816-80d6-a44f2c407edf/h/547.png" style="" width="1720"></p> <hr> <h2>8/9/23: Receiving Career Moves Notifications</h2> <p style="text-align:start">If your team uses&nbsp;<a href="/category/career-moves" rel="nofollow noopener noreferrer">Career Moves</a>, we are happy to share that in-app notifications will now be sent when monthly Career Moves export files are available for download. These notifications will make their way to your app's bell icon so you can review fresh data without missing a beat!&nbsp;</p> <p style="text-align:left"><img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/8be60504-0238-4cd0-b01c-20a39bab078f/h/547.png" style="padding:0px"></p> <p style="text-align:start">Receiving these notifications also means updates are reflected in-app (e.g. a constituent's&nbsp;<strong>Enrichment</strong>&nbsp;tab will include updated employment information if they experienced a career change) and Career Moves filters will return up-to-date results.</p> <hr> <h2>8/9/23: Enhancing the Donor Potential Score</h2> <p style="text-align:start">Our product team added two enhancements to the recently released&nbsp;<a href="/t/g9h9l4h/all-about-donor-potential-score" rel="nofollow noopener noreferrer">Donor Potential Score&nbsp;(DPS)</a>.</p> <ol> <li>DPS data is exportable using the&nbsp;<strong>Actions</strong>&nbsp;buttons found in your&nbsp;<strong>Constituents</strong>&nbsp;tab, and in individual lists and saved searches. Our help article covers&nbsp;<a href="/t/g9h9l4h/all-about-donor-potential-score#exporting-the-donor-potential-score" rel="nofollow noopener noreferrer">steps on how to export this data</a>!&nbsp;</li> <li>The&nbsp;<strong>Donor Potential Score</strong>&nbsp;column found in your&nbsp;<strong>Constituents</strong>&nbsp;tab table can be sorted by ascending or descending order, making it easy to identify those with the highest&nbsp;and lowest scores.</li> </ol> <p style="text-align:left"><img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/9aedfa21-a898-4af4-83e8-c3f3f0baa261/h/547.png" style="padding:0px"></p> <hr> <h2>8/3/23: Introducing EverTrue's AI Profile Summary for iOS</h2> <p style="text-align:start">We are excited to announce the release of EverTrue's AI Profile Summary for iOS! This is our first product feature that leverages AI to enhance your prospecting experience. If your team opts in to using this new feature, you will find an<strong>&nbsp;AI Summary</strong>&nbsp;section appear within constituent&nbsp;<strong>Summary</strong>&nbsp;tabs.</p> <p style="text-align:left"><img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/a3f2d054-c4ec-4902-b2a5-0fe9c8c0a1db/h/547.png" style="padding:0px" width="442"></p> <p style="text-align:start">Summaries will include various elements of constituent data, such as noteworthy giving events and digital engagement callouts.&nbsp;Instead of spending time manually compiling this information before donor meetings, use the AI Summary to get a high-level overview of prospects in seconds!</p> <p style="text-align:start">If you're ready to start using EverTrue's AI Profile Summaries, touch base with your CSM. Questions about how AI is being used at EverTrue? We have <a href="/t/83hvkvl/ai-and-evertrue-faq" rel="nofollow noopener noreferrer">an FAQ&nbsp;geared&nbsp;towards answering these</a>!&nbsp;Lastly, take a look at our dedicated help article for&nbsp;<a href="/t/m1h4dx8/using-evertrue-ai-summary-on-your-ios-app" rel="nofollow noopener noreferrer">more detailed information about this new feature</a>!&nbsp;</p> <hr> <h2>8/3/23: Adding Career Moves Fields</h2> <p style="text-align:start">If your organization uses <a href="/category/career-moves" rel="nofollow noopener noreferrer">Career Moves</a>, you will&nbsp;find two new fields included in future export files downloaded from the <strong>Export Data</strong> tab within <strong>Settings</strong>.</p> <ol> <li style="text-align: start;"><strong>Client_Constituency</strong>&nbsp;</li> <li style="text-align: start;"><strong>Client_Grad_Year</strong></li> </ol> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/24fa51fc-a9bf-4953-b12a-3abbe13faa75/h/547.png" style="" width="490"></p> <p style="text-align: start;">Filter your file by alumni who have recently experienced a career move to easily pinpoint constituents deserving of congratulations!</p> <hr> <h2 style="text-align: start;">8/3/23: Fixing EverTrue App Bugs</h2> <p style="text-align:start">We&nbsp;released an additional&nbsp;bug&nbsp;fix to improve&nbsp;the EverTrue App experience:</p> <ul> <li>When accessing your&nbsp;Wealth Enrichment export file from the <strong>Export Data</strong> tab within <strong>Settings</strong>, the corresponding file date will only be updated when a new file is available. This fix will apply to future Wealth Enrichment export files.</li> </ul> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/af8ef857-fe35-45fa-aa2f-215491bd6f79/h/547.png" style="" width="2834"></p> <hr> <p>For any other questions reach&nbsp;out to&nbsp;EverTrue Support at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More
    EverTrue Product Updates: July 2023
    <h2>7/31/23: Introducing the Donor Potential Score</h2> <p style="text-align:start">EverTrue's Donor Potential Scores (DPS) is a rating that gauges the strength of a constituent's giving history, providing you with an easy-to-use tool to identify your best donors. This new score can be found within constituent profile&nbsp;<strong>Summary</strong>&nbsp;and&nbsp;<strong>Enrichment</strong>&nbsp;tabs and can be filtered on in your&nbsp;<strong>Constituents</strong>&nbsp;tab.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/ba279e7c-e6b5-40eb-be3c-c5f2fe71c518/h/547.png" style="" width="2860"></p> <p style="text-align:start">&nbsp;If you've previously used the EverTrue Index, you can think of the DPS as our enhanced replacement of this feature! The DPS includes an expanded rating system and an increase in the data used to determine scores. It is also refreshed daily, ensuring you have access to the most up-to-date ratings. Take a look at our dedicated help article to <a href="/t/g9h9l4h/all-about-donor-potential-score" rel="nofollow noopener noreferrer">learn more about the Donor Potential Score</a>!</p> <hr> <p>For any other questions reach&nbsp;out&nbsp;to EverTrue Support at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a></p>…
    Read More
    EverTrue Product Updates: June 2023
    <h2>6/22/23: Upgrading Our Career Moves Add-On</h2> <p>We are happy to share exciting enhancements to our Career Moves add-on that are now available to teams who have implemented this feature! With Career Moves, you can:</p> <ul> <li>Track career changes for <strong>all</strong> of your constituents in EverTrue! Previously, changes were only captured for alumni.</li> <li>Dive into&nbsp;career updates that are delivered monthly, giving you the freshest and most accurate data!&nbsp;Previously,&nbsp;updates were shared quarterly.&nbsp;</li> <li>Segment constituents job changes using <strong>Career Move&nbsp;Type</strong>, <strong>Career Moves Last File Date</strong>, and <strong>Career Moves Start Date</strong> filters! (Currently, this set of filters is applicable to our classic filters and not yet available in <a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters beta</a>.)</li> <li>Find additional employment details on a constituent's&nbsp;<strong>Enrichment</strong> tab! When matching data is available for a constituent, you will see new employer information like company category, revenue range, and size.</li> </ul> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/5722928e-4682-4f5c-a7fc-993cb699f671/h/547.png" style="" width="714"></p> <p>Take a look at our dedicated help resources to <a href="/category/career-moves" rel="nofollow noopener noreferrer">learn more about Career Moves and its recent updates</a>!&nbsp;</p> <hr> <h2>6/20/23: Refining the Data Manager Importer Process</h2> <p>Our product team made two updates to the <a href="https://data.evertrue.com" rel="nofollow noopener noreferrer" target="_blank">Data Manager</a> Importer.</p> <ol> <li>You will now be able to process Gift Transaction files larger than 5GB. Previously, uploads exceeding this size were unable to process due to system limitations.&nbsp;</li> <li>If uploading a Gift Transaction file that contains repeating combinations of Gift ID and Gift Type fields, an error will display on the <strong>Pre-Processing</strong> page and results log. Previously, an error was flagged on a later import step. This change will help you identify what needs to be adjusted in your file, and will do so early on in the import process.&nbsp;</li> </ol> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/5964c081-4235-46ec-8504-200902e94a37/h/547.png" style="" width="874"></p> <hr> <h2>6/8/23: Updating Import Type Names in Data Manager</h2> <p style="text-align:start">The&nbsp;<strong>Relationship Management Assignments</strong>&nbsp;and&nbsp;<strong>Team Assignments</strong>&nbsp;import type names were recently updated to&nbsp;<strong>Portfolio Assignments</strong>&nbsp;in the&nbsp;<a href="https://data.evertrue.com/importer" rel="nofollow noopener noreferrer" target="_blank">Data Manager Importer</a>. This change is visible in both the dropdown of the Importer's upload page and the import template indicator of the mapping page.</p> <p style="text-align:left"><img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/c8665c1d-e71a-4ad4-85c2-5c58eeed053b/h/547.png" style="padding:0px"></p> <p style="text-align:start">If you are an EverTrue Owner, please note the&nbsp;<strong>Relationship Management Assignments</strong>&nbsp;export file found in the&nbsp;<strong>Export Data</strong>&nbsp;tab of your&nbsp;<strong>Settings</strong>&nbsp;page did not change names.</p> <hr> <h2>6/8/23: Fixing EverTrue iOS App Bugs</h2> <p style="text-align:start">We recently released a bug&nbsp;fix to improve the EverTrue iOS app experience:</p> <ul> <li>When writing interactions in the iOS mobile app, you will be able to save your interactions as expected.</li> </ul> <hr> <h2>6/8/23: Fixing EverTrue App Bugs</h2> <p style="text-align:start">We recently released a couple of bug fixes to improve the EverTrue app experience:</p> <ul> <li>If you are selecting options from an in-app dropdown, these options will display as expected.</li> <li>When an in-app interaction form is&nbsp;reconfigured to remove custom fields, your form will display only the correct remaining fields.</li> </ul> <hr> <p>For any other questions reach&nbsp;out to&nbsp;EverTrue Support at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a></p>…
    Read More
    EverTrue Product Updates: May 2023
    <h2>5/31/23: Updating Implementation Data File Guides</h2> <p>We are excited to share updated versions of our Implementation Data File Guides with you! The guides contain all of the importable data details you are used to seeing, but display these insights in a new format. Within the updated guides, you will find:</p> <ul> <li>A tab explaining how to use the respective guide.</li> <li>A tab containing a sample .CSV for the respective file.</li> <li>One or more tabs providing detailed insights for each field included in the respective file.</li> </ul> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/7a5a0d92-418a-41b8-8dbb-1078e6069443/h/547.png" style="" width="1557"></p> <p>Do you have the previous versions of our File Guides bookmarked? Fear not! If the following guide links were bookmarked, they will automatically redirect to these new resources:</p> <ul> <li><a href="https://learn.evertrue.com/data-constituent/" rel="nofollow noopener noreferrer" target="_blank">Constituent File Guide</a></li> <li><a href="https://learn.evertrue.com/interactions/" rel="nofollow noopener noreferrer" target="_blank">Interaction File Guide</a></li> <li><a href="https://learn.evertrue.com/data-gifts/" rel="nofollow noopener noreferrer" target="_blank">Gift Transaction File Guide</a></li> <li><a href="https://learn.evertrue.com/data-proposals/" rel="nofollow noopener noreferrer" target="_blank">Proposal File Guide</a></li> <li><a href="https://learn.evertrue.com/data-rmassignment/" rel="nofollow noopener noreferrer" target="_blank">Portfolio Assignment File Guide</a></li> <li><a href="https://learn.evertrue.com/data-volunteerassignments/" rel="nofollow noopener noreferrer" target="_blank">Volunteer Assignment File Guide</a></li> </ul> <p>Take a look at our dedicated help article to <a href="/t/q6hwkl4/data-format-guides" rel="nofollow noopener noreferrer">learn more about the Implementation File Guides</a>.&nbsp;If you have any data questions or need help with your imports, please reach out to your Implementation Partner.</p> <hr> <h2>5/26/23: Adjusting Bookmarked Searches Location in Filters Beta</h2> <p style="text-align:start">We changed the location of our&nbsp;<a href="/t/83hs08z/all-about-bookmarked-searches" rel="nofollow noopener noreferrer">Bookmarked Searches feature</a>&nbsp;to improve the tool's usability! Rather than needing to scroll to the bottom of your&nbsp;<strong>Constituent</strong>&nbsp;tab's&nbsp;<strong>Constituent</strong>&nbsp;page to access your bookmarked searches, you will find them housed in their own dropdown near the filters.&nbsp;</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/196bc9b8-8ab9-4996-8c65-601fdd3048bd/h/547.png" style="" width="1720"></p> <p style="text-align:start">Clicking the&nbsp;<strong>Bookmarked Searches</strong>&nbsp;dropdown will populate a scrollable list of your bookmarked searches, organized alphabetically. Once a bookmarked search is selected from the dropdown, you will be taken to the search's detailed view that includes ownership information, applied filters, and segmented results.&nbsp;</p> <p style="text-align:start">Please note this feature change is&nbsp;applicable&nbsp;to those participating in&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters beta</a>.</p> <hr> <h2>5/26/23: Updating Filtering&nbsp;Logic in Filters Beta</h2> <p style="text-align:start">In addition to recently&nbsp;<a href="/t/y4h4jqr#50123-updating-filter-group-logic-behavior-in-filters-beta" rel="nofollow noopener noreferrer">updating filter group logic behavior</a>, our product team made changes to individual filter logic dropdowns. Using feedback delivered directly by users, we upgraded the language in these dropdowns to more clearly reflect how the logic selected would impact segmented results.</p> <p style="text-align:start">When selecting filtering logic from your first filter block, you will see the option to segment constituents&nbsp;&nbsp;<strong>Matching One or More of</strong>&nbsp;the applied filters. Previously, this logic option read as&nbsp;<strong>Matching Any of</strong>.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/d5647712-4ab4-4f7d-9c4d-ffcbdba25915/h/547.png" style="" width="1720"></p> <p style="text-align:start">If applying filters to your second filter&nbsp;block, you will see&nbsp;<strong>Or One or More of</strong>&nbsp;and&nbsp;<strong>And One or More of</strong>&nbsp;logic options. Previously, these options read as&nbsp;<strong>Or Any of</strong>&nbsp;and&nbsp;<strong>And Any of</strong>.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/24d6f4a0-23d5-4f3a-842c-4e7eca9ebd52/h/547.png" style="" width="1720"></p> <p style="text-align:start">If you are a&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters beta</a>&nbsp;participant, please remember to continue sharing feedback about the enhanced filtering feature to our&nbsp;<a href="https://portal.productboard.com/oc4vnsnrzpes7ck6vcdb2nyn/tabs/6-out-now" rel="nofollow noopener noreferrer" target="_blank">feedback form</a>!</p> <hr> <h2>5/11/23: Adding a Map View to Filters Beta&nbsp;</h2> <p style="text-align:start">We are&nbsp;excited to share that you can now access the much-loved&nbsp;<a href="/t/y4hd9m1/use-cases-map-view" rel="nofollow noopener noreferrer">map view</a>&nbsp;in Filters beta! Using this view with our highly customizable filter options further enhances your ability to discover engaged constituents.</p> <p style="text-align:start">To access the Filters beta map view, be sure turn on your&nbsp;<strong>Filters Early Adopter</strong>&nbsp;toggle and click&nbsp;<strong>Map</strong>&nbsp;near the top-right corner of your&nbsp;<strong>Constituent</strong>&nbsp;tab's&nbsp;<strong>Search &amp; Segment</strong>&nbsp;page. You can click&nbsp;<strong>Table</strong>&nbsp;if you'd like to navigate back to your table view!</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/593bd899-727b-40a5-8f13-1bc0f60c6af8/h/547.png" style="" width="1720"></p> <p style="text-align:start">Please note this addition&nbsp;is applicable&nbsp;to those participating in&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters beta</a>.</p> <hr> <h2>5/11/23: Adding Dynamic&nbsp;List Instructions&nbsp;</h2> <p style="text-align:start">If you are a&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters Beta participant</a>&nbsp;but have not yet created&nbsp;a dynamic list, you will now find instructions covering how to create one on your&nbsp;<strong>Dynamic Lists</strong>&nbsp;tab. You will see a&nbsp;<strong>Learn more</strong>&nbsp;button when navigating to this tab. Clicking it will take you directly to our help article covering&nbsp;<a href="/t/y4hct1a/creating-and-viewing-dynamic-lists" rel="nofollow noopener noreferrer">how to create and view dynamic lists</a>!&nbsp;</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/2ec79cbd-e8fd-4160-9756-ad68eea3b522/h/547.png" style="" width="1578"></p> <hr> <h2>5/11/23: Updating the Search Bar in Beta Filters</h2> <p style="text-align:start">Our product team has made a temporary adjustment to the search bar found at the top of the EverTrue app for&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters Beta participants</a>.&nbsp;If your&nbsp;<strong>Filters Early Adopter</strong>&nbsp;toggle is on, you will see&nbsp;<strong>Search constituents...</strong>&nbsp;in your search bar and search results will only reflect constituent matches. If your&nbsp;<strong>Filters Early Adopter</strong>&nbsp;toggle is off, you will see&nbsp;<strong>Search constituents and interactions...</strong>&nbsp;in your search bar, and search results will reflect both constituent and interaction matches.&nbsp;</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/71872433-b0bb-4b4d-9827-13edc2b814e0/h/547.png" style="" width="1906"></p> <p style="text-align:start">This change was made to ensure searching by constituents while in Filters beta would still be possible while our product team works on layering back in interaction search capabilities. We will share an update to customers once this upgrade is complete!&nbsp;</p> <hr> <h2>5/11/23: Fixing EverTrue App Bugs</h2> <p style="text-align:start">We released an additional&nbsp;bug&nbsp;fix to improve&nbsp;the EverTrue App experience:</p> <ul> <li style="text-align: start;">When exporting constituent records, your .CSV file will include the accurate number of assignees for each constituent.&nbsp;</li> </ul> <hr> <h2>5/1/23: Adjusting Proposal Amount Field Order</h2> <p>In an effort to more-accurately match the proposal process flow, we re-ordered the amount fields found in the EverTrue proposal form. These fields were previously ordered as&nbsp;<strong>Original Ask</strong>,&nbsp;<strong>Current Ask</strong>,&nbsp;<strong>Expected</strong>, and&nbsp;<strong>Funded</strong>. They are now ordered as&nbsp;<strong>Expected</strong>,&nbsp;<strong>Original Ask</strong>,&nbsp;<strong>Current Ask</strong>, and&nbsp;<strong>Funded</strong>.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/19c3c0f4-c182-43fc-a619-ee1a9cb060e8/h/547.png" style="" width="1906"></p> <hr> <h2>5/1/23: Adding New Filters to Filters Beta</h2> <p style="text-align:start">If you are a&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters beta</a>&nbsp;participant, you will find two new filtering options when segmenting!&nbsp;</p> <ol> <li><strong>Solicitor Type</strong>: Constituents who have a proposal with solicitor type matching the selected criteria (e.g. primary or secondary). <ol> <li>This new filter is found within the&nbsp;<strong>Proposals</strong>&nbsp;filter group. Use it in combination with the <strong>Proposal</strong> group's <strong>Solicitor</strong> filter to search your donor database for constituents who exactly match with a primary solicitor with a specific name.&nbsp;</li> </ol></li> <li><strong>Industry (ET)</strong>: Constituents who work(ed) in a particular industry matching the specified criteria (e.g. Aircraft),&nbsp;based on EverTrue Enrichment data. <ol> <li>This new filter is found within the <strong>Career</strong> filter group. It was included in Filters beta to match the filtering options found in our existing filters.&nbsp;</li> </ol></li> </ol> <hr> <h2>5/1/23: Updating Filter Group Logic Behavior in Filters Beta</h2> <p style="text-align: start;">We are excited to announce that we updated filtering logic behavior in Filters beta to better-reflect the expected user experience. With this update, you can now combine like-themed filters for even more granular segmentation.&nbsp;</p> <p style="text-align: start;">Before this update, each filter used in a segmented search that included <strong>Matching All of </strong>logic was considered separate from each other. For example, if using the same filter block to search for someone who both has a primary address and lives in the city of Chicago, results would return back any constituent with a primary address (regardless of if it was in Chicago) and&nbsp;anyone who has an address in Chicago. With this new release, the applied filters will work as a combined group and results will return back constituents who have a primary address that is in Chicago.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/50fac5ec-a102-4493-8b0d-e0ccd60c04ee/h/547.png" style="" width="1908"></p> <p style="text-align: start;">If you'd like your filters to work separately from one another for a search like this, you can either change the logic dropdown in the first filter block to <strong>Matching One or More of</strong> or apply the second filter to the second filter block! In the following screenshot, you can see how our constituent count changed when applying this different logic type.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/cd0492b9-4dbe-402b-9fb0-d8b460d30104/h/547.png" style="" width="1908"></p> <p style="text-align: start;">Stay tuned for more enhancements to our <a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters beta feature</a>!</p> <hr> <p>For any other questions reach out to&nbsp;EverTrue Support at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More
    EverTrue Product Updates: April 2023
    <h2 style="text-align: start;">4/28/23: Fixing Filters Beta Bugs</h2> <p style="text-align:start">We released additional bug fixes to improve the experience of those participating in&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters Beta</a>:</p> <ul> <li>When using the search bar found at the top of a filter options dropdown paired back to&nbsp; the<strong>&nbsp;does not equal&nbsp;</strong>operator, searching with specific characters (e.g. colons, brackets, etc.) will work as expected.</li> <li>When selecting the&nbsp;<strong>Gender</strong>&nbsp;filter from the&nbsp;<strong>Demographics</strong>&nbsp;filter category, the corresponding filter options dropdown will populate with the correct values.&nbsp;</li> </ul> <hr> <h2>4/17/23: Adding Pinned Comments to EverTrue's iOS App</h2> <p>Our <a href="/t/x2hcxzh/evertrue-product-updates-march-2023#31323-introducing-evertrue-pinned-comments" rel="nofollow noopener noreferrer">recently-released EverTrue Pinned Comments</a> feature is now accessible on mobile!&nbsp;A&nbsp;new&nbsp;<strong>Pinned Comments</strong>&nbsp;section can be found on the <strong>Summary</strong> tab of a constituent profile in the EverTrue iOS app.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/64e6f7b5-d770-4f73-bfe3-2e1dc8b39c96/h/547.png" style="" width="514"></p> <p>Take a look at&nbsp;our detailed article to&nbsp;<a href="/t/p8hcfwl/using-evertrue-pinned-comments-on-your-ios-app" rel="nofollow noopener noreferrer">learn how to pin EverTrue Comments in your iOS app</a> and use them to your advantage!</p> <hr> <h2>4/17/23: Fixing EverTrue iOS App Bugs</h2> <p style="text-align:start">We released additional bug fixes to improve&nbsp;the EverTrue iOS app experience:</p> <ul> <li>When adding solicitors to an interaction, a <strong>Choose&nbsp;Solicitor</strong>&nbsp;label will appear at the top of the selection screen.</li> <li>When entering apostrophes in interactions and proposal forms, the characters will populate correctly.&nbsp;</li> <li>When reviewing meetings within your <strong>Activity</strong> tab, the meetings will appear in chronological order.</li> <li>The app will open as expected when accessed from an EverTrue Comment or Saved Search notification email.&nbsp;</li> <li>You will be able to use the <strong>Logout</strong> button in your app's <strong>You</strong> tab as expected.&nbsp;</li> </ul> <hr> <h2>4/17/23:&nbsp;Visualizing Character Counts in EverTrue's iOS App</h2> <p style="text-align:start">Last month, we released character counts for specific proposal and interaction form fields if&nbsp;<a href="/t/m1hahwa/evertrue-product-updates-february-2023#2123-setting-character-limits-for-interactions-and-proposal-fields" rel="nofollow noopener noreferrer">custom character limits differing from our defaults</a>&nbsp;were implemented. Now, you will see those same character counts added beside these fields in their respective EverTrue iOS app forms!</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/9b58748a-77d5-46dc-8dfa-2e0cd8e70e96/h/547.png" style="" width="512"></p> <hr> <h2>4/17/23: Fixing Data Manager Bug</h2> <p>We released a bug&nbsp;fix to improve&nbsp;the EverTrue's <a href="https://data.evertrue.com/" rel="nofollow noopener noreferrer" target="_blank">Data Manager</a> experience:</p> <ul> <li>If cancelling a job after pre-processing completes, pre-processing stats and <strong>View Results</strong> links will be accessible for review. Ahead of this fix, these log details were not displayed.&nbsp;</li> </ul> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/9d817977-bd1c-4a88-b5ee-d1d826ee8e2f/h/547.png" style="" width="515"></p> <hr> <h2>4/13/23: Adding the Reunion Year Group Filter to Filters Beta</h2> <p style="text-align:start">Our product team introduced the much-loved&nbsp;<strong>Reunion Year Group</strong>&nbsp;filter to Filters beta! You can find this filter within the&nbsp;<strong>School</strong>&nbsp;filter category's&nbsp;<strong>Constituents</strong>&nbsp;group.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/1cbd53f3-6442-40bc-a937-9560f5f0dd6a/h/547.png" style="" width="1720"></p> <p style="text-align:start">Use this filter to narrow down constituents of selected reunion groups, and combine it with other filters for advanced segmenting options!&nbsp;Please note this update is applicable&nbsp;to those participating in&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters Beta</a>.&nbsp;</p> <hr> <h2>4/13/23: Fixing Filters Beta Bugs</h2> <p style="text-align:start">We released&nbsp;additional bug fixes to improve the experience of those participating in&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters Beta</a>:</p> <ul> <li>When using filters with an options dropdown, the respective dropdown will load options as expected and the count of selected options will display correctly.</li> <li>We removed an instance of duplicate filters from the <strong>Wealth</strong> filter group.</li> <li>Applying the <strong>Team</strong> filter from the <strong>Portfolio</strong> filter group will work as expected.</li> <li>When using a filter with a date range option, you will only be able to click the date selection's <strong>Apply</strong> button when a valid date range is entered.</li> </ul> <hr> <h2>4/13/23:&nbsp;Removing Zillow Branding from Constituent Profiles</h2> <p style="text-align:start">When navigating to a constituent profile's <strong>Enrichment</strong> tab, you will notice Zillow branding and the Zestimate field removed from the tab's <strong>Address</strong> section. The information populating to these portions of <strong>Address</strong> was no longer accurate, and branding was removed to ensure the insights visible in this section are correct!</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/dc2b554d-589e-42b3-b160-8c6bee1809ea/h/547.png" style="" width="1914"></p> <hr> <h2>4/13/23: Fixing EverTrue App Bugs</h2> <p style="text-align:start">We released additional bug&nbsp;fixes to improve&nbsp;the EverTrue App experience:</p> <ul> <li>If you are part of an organization that uses multi-factor authentication when logging into EverTrue, you will be able to log in as expected.&nbsp;</li> <li>Constituent files will import as expected, free from Java errors.&nbsp;</li> </ul> <hr> <h2>4/4/23: Increasing Recently Used Count in Filters Beta</h2> <p>Our product team increased the number of filters found within the <strong>Recently Used</strong> section of the <strong>Filters</strong> dropdown in Filters beta. Previously, you could choose from three of your most-recently-accessed filters to add to your segmented search. Now, you can choose from five. This increase enhances quick and easy segmenting possibilities!</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/5d4ce6b9-bcf2-468c-bf2a-9028043d96b0/h/547.png" style="" width="1918"></p> <p>Please note this update is&nbsp;applicable to those participating in&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters&nbsp;Beta</a>.</p> <hr> <h2>4/4/23: Updating Language in Filters Beta Option Dropdowns</h2> <p>If you are participating in <a href="/category/filters-beta" rel="nofollow noopener noreferrer">our Filters beta testing group</a>, you might have noticed a small change to the button language used in your filter option dropdowns. At the bottom of each option dropdown, you can click <strong>View All</strong> to show a dropdown view containing all filter options or <strong>View Selected</strong> to condense your view to only those options selected.&nbsp;Previously, these buttons were labeled as <strong>All</strong> and <strong>Selected</strong>.&nbsp;</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/5e7eccbc-d231-4b42-a9ee-69ff71ae8c39/h/547.png" style="" width="1918"></p> <p>We made this change to add clarity to the function of these buttons and to make for more intuitive filtering!&nbsp;&nbsp;</p> <hr> <h2>4/4/23: Adding Clarity to Dynamic List Email Alerts</h2> <p>When <a href="/t/q6hs083/managing-dynamic-list-alerts#setting-up-dynamic-list-alerts" rel="nofollow noopener noreferrer">setting up alerts for a dynamic list</a>, you will see additional language in the <strong>Email Alerts</strong> popup explaining what will happen if your dynamic list saw no new updates. This popup is accessible by opening a list from your <strong>Dynamic Lists</strong> tab, clicking <strong>Actions</strong>, and selecting <strong>Email Alerts</strong>.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/daf0b6b6-e671-4025-86a2-2c6d7d47695c/h/547.png" style="" width="1918"></p> <p>This language was included to ensure you'll know exactly to expect when setting your alert frequency! Please note this update is&nbsp;applicable to those participating in&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters&nbsp;Beta</a>.</p> <hr> <p>For any other questions reach out to&nbsp;EverTrue Support at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More
    EverTrue Product Updates: March 2023
    <h2>3/31/23: Cancelling Imports at Any Step</h2> <p>When importing files in our <a href="https://data.evertrue.com" rel="nofollow noopener noreferrer" target="_blank">Data Manager</a>, you can now cancel a job at any step of the upload process. This removes this need to wait until pre-processing completes. You will find a <strong>Cancel</strong> button on the following pages:</p> <ul> <li>File Upload (shown in the screenshot below)</li> <li>Mapping</li> <li>Pre-Processing</li> </ul> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/a3a9ed7a-6fa9-4c02-b74a-aa7587d5717f/h/547.png" style="" width="512"></p> <p>When clicking <strong>Cancel</strong> from any of these pages, you will be required to confirm the action to safeguard against an accidental cancellation.</p> <hr> <h2>3/30/23: Adding ThankView Engagement Metrics to Constituent Profile Engagement Tabs</h2> <p style="text-align:start">Our product team rolled out the next phase of our continued enhancements to the integration between ThankView and EverTrue. In addition to the dropdown that was added to constituent profile&nbsp;<strong>Engagement</strong>&nbsp;tabs earlier this month, you will notice ThankView metrics added to the tab's&nbsp;<strong>Engagement Metrics</strong>&nbsp;dashboard. These metrics populate beneath the existing Facebook metrics that you are already familiar with!</p> <p style="text-align:left"><img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/32b08068-0f3e-4edb-987b-73a769ec5c08/h/547.png" style="padding:0px"></p> <p style="text-align:start">For now, ThankView metrics will display dashes&nbsp;as our team continues making progress in their backend work that will allow the appropriate data to populate. If you have an&nbsp;<a href="/t/y4hwg8w/getting-started-with-your-thankview-integration" rel="nofollow noopener noreferrer">integration established between ThankView and EverTrue</a>, we have a couple of tips you can implement as we prepare for next steps:</p> <ul> <li>Make sure your ThankView Donor IDs matches your EverTrue Remote IDs (i.e. Constituent IDs). Matching these IDs ensures data can flow from the ThankView platform into the EverTrue platform!</li> <li>If you do not currently include Donor IDs in ThankView, make sure to add IDs matching your EverTrue Remote IDs. Without these data points, we won't be able to sync the corresponding information.&nbsp;</li> </ul> <p style="text-align:start">We will be back with additional insights when metrics are viewable in this dashboard, sharing details about status states and how dashboard metrics are calculated!</p> <hr> <h2>3/29/23: Receiving Notifications for Shared Dynamic Lists</h2> <p>We recently included a notification element to the process <a href="/t/p8ha0kr/sharing-a-dynamic-list" rel="nofollow noopener noreferrer">of sharing dynamic lists</a>.&nbsp;Now you will receive notifications if a dynamic list is shared with you! Additionally, you will be notified if your sharing permissions are modified, if access to a dynamic list is removed, and if a shared dynamic list is deleted. These notifications will all appear via your bell icon at the top of the EverTrue app!</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/ad754c24-c6b8-4b82-9b2d-5298772e9075/h/547.png" style="" width="1720"></p> <p>Please note this update is applicable to those participating in&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters Beta</a>.</p> <hr> <h2>3/29/23: Adding Constituents to Static Lists, Trips, and Pools from a Dynamic List</h2> <p>Our product team continues to enrich our Dynamic List feature by layering on new abilities. You can now add constituents from any of your dynamic lists to a static list, trip, or volunteer pool. To take this action, head to your <strong>Dynamic Lists</strong> tab and open one of your lists. Tick the checkbox next to the constituent(s) you would like to add, click the <strong>Actions</strong> button in the upper right-hand corner of your screen, and select&nbsp;<strong>Add to list, trip, or pool. </strong>An <strong>Add to...</strong> popup will appear in which you will see tabs representing each add option, and can choose to add those selected to either an existing or a brand new list, trip or volunteer pool.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/7f20c71a-282f-4419-bdb3-1e7e1ad52c83/h/547.png" style="" width="2870"></p> <p>Please note this update is applicable to those participating in&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters Beta</a>.</p> <hr> <h2>3/29/23: Configuring Solicitor Titles in Proposal Forms</h2> <p>You can now configure solicitor titles directly within a proposal form! When adding solicitors to a proposal form, you will notice a new <strong>Select a title</strong> dropdown found to the right of each solicitor name. Use this dropdown to apply the relevant title.&nbsp;</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/0533d9fb-88f9-4245-9be1-39ca9c8f2845/h/547.png" style="" width="1720"></p> <hr> <h2>3/29/23: Adding Ability to Clear Selected Dates&nbsp;&nbsp;</h2> <p>You will find a newly added <strong>Clear</strong> button to certain date selection dropdowns in the EverTrue app. This feature will give you the option to quickly clear an applied date when needed. You can access this button in the following areas:</p> <ul> <li>Interaction form custom fields that include that include date selection dropdowns.</li> <li>Proposal form ask date dropdowns.</li> <li>Proposal form custom fields that include date selection dropdowns.</li> <li>Proposal form <strong>Date Created</strong> dropdown.</li> <li>Filters with date selection dropdowns applied in <a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters beta</a>.</li> </ul> <p>In the example below, you can see the option to <strong>Clear</strong> a selected date within a proposal form's <strong>Date Created</strong> dropdown.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/117ee9cd-4436-4a48-a6e8-34fda9429480/h/547.png" style="" width="1720"></p> <hr> <h2>3/29/23: Fixing Filters Beta Bugs</h2> <p style="text-align:start">We released additional bug fixes to improve the experience of those participating in&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters Beta</a>:</p> <ul> <li>When applying filters to a dynamic list that has multiple pages of results, you will automatically be taken back to the first page of your newly-segmented results no matter the page number on which you began applying the additional filters.</li> <li>You will notice improved loading times for your Filters beta dropdowns.</li> <li>When applying filters from the Filters beta&nbsp;<strong>Name</strong>&nbsp;group, your search will segment as expected.&nbsp;</li> </ul> <hr> <h2>&nbsp;3/16/23: Adding a ThankView Engagement Dropdown to EverTrue</h2> <p style="text-align:start">You will now notice the addition of a dropdown to constituent profile <strong>Engagement</strong> tabs! This feature is part of the work our product team is doing to <a href="/t/m1ha0f0#3123-updating-thankview-interactions-in-evertrue" rel="nofollow noopener noreferrer">enhance the integration between ThankView and EverTrue</a>. If you have an integration between these two platforms, you will soon be able to dive into aggregated ThankView engagement data directly within EverTrue!&nbsp;</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/42b9469c-4692-4332-822c-6a35977d5ada/h/547.png" style="" width="2854"></p> <p style="text-align:start">More to come regarding this exciting new feature!</p> <hr> <h2>3/15/23: Fixing EverTrue App Bugs</h2> <p style="text-align:start">We released several bug fixes to improve the EverTrue app experience:</p> <ul> <li>IDs with special characters will be accepted by the&nbsp;<a href="https://data.evertrue.com/importer" rel="nofollow noopener noreferrer" target="_blank">Data Manager Importer</a>.</li> <li>When editing a team member in your setting's<strong>&nbsp;Manage Team</strong>&nbsp;tab, you will be able to scroll through the school divisions dropdown list as expected.</li> <li>If exporting records from a&nbsp;<a href="/t/q6hs0x0/all-about-dynamic-lists" rel="nofollow noopener noreferrer">dynamic list</a>, your CSV file will export the current search segmentation applied to a list (applicable to those participating in&nbsp;Filters Beta).</li> <li>When using the Gift Date filter, your search will segment as expected&nbsp;(applicable to those participating in&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters Beta</a>).</li> <li>When performing a segmented search using Filters beta, filter dropdowns will change width size to match width of filter options (applicable to those participating in&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters Beta</a>).</li> </ul> <hr> <h2>3/14/23: Sharing Dynamic Lists in Filters Beta</h2> <p style="text-align:start">Dynamic Lists just got better with the newly added ability to share your lists with colleagues!&nbsp;Use this feature to collaborate with your peers on a dynamic list and keep more members of your team clued into constituents meeting&nbsp; the list's filter parameters.&nbsp;</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/a42784ed-a21a-474d-b6b1-9d40a4642961/h/547.png" style="" width="2852"></p> <p style="text-align:start">Check out our dedicated help article to&nbsp;<a href="/t/p8ha0kr/sharing-a-dynamic-list" rel="nofollow noopener noreferrer">learn how to start sharing your dynamic lists</a>&nbsp;with teammates (applicable to those participating in&nbsp;<a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters Beta</a>)!</p> <hr> <h2>3/13/23: Introducing EverTrue Pinned Comments</h2> <p>You can now save important constituent details to their respective profiles using EverTrue Pinned Comments! This feature maximizes the ability to quickly share constituent information with your team and makes easy work of remembering specific details that will strengthen your prospect relationships. A new&nbsp;<strong>Pinned Comments</strong>&nbsp;section can be found on the Summary tab of a constituent profile.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/135aadc3-3e05-494b-b722-08f06fef6463/h/547.png" style="" width="1917"></p> <p>Take a look at our detailed article to <a href="/t/35hamtp/using-evertrue-pinned-comments" rel="nofollow noopener noreferrer">learn how to pin EverTrue Comments</a> and use them to your advantage!</p> <hr> <h2>3/6/23:&nbsp;Visualizing Character Counts</h2> <p>If you <a href="/t/m1hahwa/evertrue-product-updates-february-2023#2123-setting-character-limits-for-interactions-and-proposal-fields" rel="nofollow noopener noreferrer">request character limits that differ from our defaults</a> for certain proposal and interaction form fields, you will now notice character counts added beneath these fields in their respective form. This count visualization will help you track just how close you are to reaching the limit for those specific fields. When you try to type beyond the established maximum, your character counter will turn red and indicate that you exceeded your limit.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/7d9788ae-3395-4833-9628-6561b0ddeed2/h/547.png" style="" width="2828"></p> <hr> <h2>3/6/23: Fixing EverTrue App Bugs</h2> <p style="text-align:start">We released additional bug fixes to improve&nbsp;the EverTrue App experience:</p> <ul> <li>When using the <strong>Gift Date</strong> filter in <a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters beta</a>, your segmented search will return the corresponding accurate, expected results (applicable to those participating in&nbsp;Filters Beta).</li> <li>If exporting records from a <a href="/category/bookmarked-searches" rel="nofollow noopener noreferrer">bookmarked search</a>, your CSV file will export as expected&nbsp;(applicable to those participating in&nbsp;Filters Beta).</li> </ul> <hr> <h2>3/2/23: Improved EverTrue iOS App Workflow</h2> <p style="text-align:start">We just released an update to the EverTrue iOS app layout that will make prospecting from the road easier than ever! The most noteworthy layout changes you'll find are:</p> <ul> <li><strong>Navigation Bar</strong>&nbsp;- The EverTrue iOS app's navigation bar is now made up of a series of static tabs found at the bottom of your app's screen. These tabs house the same information previously found within a collapsable three-bar menu icon.&nbsp;</li> <li><strong>Activity Tab</strong>&nbsp;- Designed to give quick access to the information you need while prospecting, an&nbsp;<strong>Activity</strong>&nbsp;tab was created to store&nbsp;<strong>Interactions</strong>,&nbsp;<strong>Meetings</strong>, and&nbsp;<strong>Trips</strong>&nbsp;data.</li> </ul> <p style="text-align:start">Take a look at our article detailing <a href="/t/g9hafs9/navigating-your-evertrue-ios-app" rel="nofollow noopener noreferrer">how to navigate your iOS app's new layout</a>!</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/8c25cde6-fc59-47d2-bdb5-7e73fc3112c9/h/547.png" style="" width="343"></p> <hr> <h2>3/1/23: Updating ThankView Interactions in EverTrue</h2> <p style="text-align:start">If you use EverTrue's ThankView integration, you will find several enhancements to the ThankView interactions populating within EverTrue! We recently added the following features:</p> <ul> <li>An&nbsp;<strong>Expand Video</strong>&nbsp;dropdown that displays on a constituent's ThankView interactions within their&nbsp;<strong>Summary</strong>&nbsp;and&nbsp;<strong>Interactions</strong>&nbsp;tabs. Use this to access a playable thumbnail of the ThankView video!&nbsp;</li> <li>A hyperlinked&nbsp;<strong>See Reply&nbsp;</strong>button that appears beside these interaction, giving you quick indication that a constituent sent a reply to the ThankView.</li> <li>Helpful video details, such as the date it was first watched and the number of views it has received.</li> </ul> <p style="text-align:left"><img alt="" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/059bfb96-4a0f-42f5-b7d8-34b68b3f41d8/h/547.png" style="padding:0px"></p> <p style="text-align:start">Learn more in our help article about&nbsp;<a href="/t/y4hwg8w/getting-started-with-your-thankview-integration#usingyour-thankview-integration" rel="nofollow noopener noreferrer">how this integration helps you review automatically-imported ThankView data</a>&nbsp;without needing to leave EverTrue!</p> <hr> <p>For any other questions reach out to&nbsp;EverTrue Support at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More
    EverTrue Product Updates: February 2023
    <h2>2/28/23: Setting "If/Then" Logic for Proposal Fields</h2> <p>We added the ability to implement "if/then" logic for your <strong>Ask Date</strong> and <strong>Ask Amount</strong> proposal fields. If you input an ask date or amount after requesting this logic, the corresponding date or amount field will be marked as required. This update ensures that important information routed back into your CRM is not missed.</p> <p>Below, you can see an example of a proposal form that does not use "if/then" logic for its <strong>Original Ask</strong> field.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/64605839-8772-4677-bf2d-11288979bb5a/h/547.png" style="" width="2874"></p> <p>In contrast, take a look at a form that includes this logic for its <strong>Original Ask</strong> proposal field. As you can see, the two fields will be visually connected when "if/then" logic is applied.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/291063a7-dc5a-45a1-ad7f-1a0c327f1f8f/h/547.png" style="" width="2864"></p> <p>If your team is interested in incorporating this logic, let your CSM know or reach out to EverTrue Support at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>!<br> &nbsp;</p> <hr> <h2>2/15/23: Fixing EverTrue App Bugs</h2> <p>We released several bug fixes to improve the EverTrue App experience:</p> <ul> <li>When sorting by <strong>Last Contact Date</strong>&nbsp;in your <strong>Portfolios</strong> tab, prospects will appear in the correct order.</li> <li>When exporting dynamic lists, or filtered and bookmarked searches,&nbsp;<strong>Wealth and Assets</strong>, <strong>Assigned To</strong>, and <strong>Career Moves</strong> filter data will be included in your export file (applicable to those participating in <a href="/category/filters-beta" rel="nofollow noopener noreferrer">Filters Beta</a>).</li> <li>When entering interactions within a meeting details module, you will be able to save your interactions.</li> <li>If you have data visible in your <strong>Portfolios</strong> tab, this data will appear in your Full RM Assignments exports.</li> </ul> <hr> <h2>2/3/23: Adding RM Assignment Fields in Data Manager</h2> <p>Two new Relationship Management Assignment fields are now available to add in the <a href="https://data.evertrue.com" rel="nofollow noopener noreferrer" target="_blank">Data Manager</a> importer:</p> <ol> <li><strong>Prospect Assignment Date</strong></li> <li><strong>Primary Unit</strong></li> </ol> <p>You will use these fields if you are participating in the EverTrue Insights beta testing group. They will import additional data that will appear in your Insights dashboards.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/af22418c-24f5-45ec-8c24-b1e9e12a62e1/h/547.png" style="" width="1720"></p> <hr> <h2>2/1/23:&nbsp;Ability to Set Required Fields on Interactions</h2> <p>You can now set additional required fields on interactions and proposals. Customizing which fields you would like to set as required ensures your team fills out critical information that is sent back to your CRM, eliminating the need for manual cleanup work! Take a look at our help article <a href="/t/60hw175/configuring-your-interaction-form#breaking-down-the-interaction-form" rel="nofollow noopener noreferrer">breaking down your interaction form fields</a>, including those that are automatically set as required. We have a similar article <a href="/t/g9hw2zg/all-about-proposals#breaking-down-the-proposal-form" rel="nofollow noopener noreferrer">breaking down your proposal form fields</a>.</p> <p style="text-align:start">If you would like to mark more fields as required by your team, let our EverTrue Support Team know at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>&nbsp;know! Once set, you will see a&nbsp;<strong>REQUIRED</strong>&nbsp;label appear next to the field within the form.</p> <p style="text-align:left"><img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/dd243c79-321d-401d-9d51-69bfc42c5a13/h/547.png" style="" width="2828"></p> <hr> <h2>2/1/23: Setting Character Limits for Interactions and Proposal Fields</h2> <p>We added the ability to request lower character limits for certain fields in your in-app interaction and proposal forms. The following fields have default character limits that can be adjusted:</p> <ul> <li><strong>Interaction Summary</strong>&nbsp;- default of 65,534 character limit.</li> <li><strong>Interaction Description</strong>&nbsp;- default of 4,294,967,294 character limit.</li> <li><strong>Proposal Title</strong>&nbsp;- default of 190 character limit.</li> <li><strong>Proposal Description</strong>&nbsp;- default of 65,534 character limit.</li> </ul> <p>Requesting a change in character limits can be used to build consistency between your EverTrue data and the data found in your chosen CRM.&nbsp;If you would like to adjust the defaults for these fields to lower limits, connect with our EverTrue Support Team at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>!</p> <hr> <p>For any other questions reach out to&nbsp;EverTrue Support at&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
    Read More

Content aside

Category actions

Find important information about new features and other platform updates.