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Importing Categorized Giving Data for Volunteers
Your institution may be running a volunteer program that includes pools of volunteers assigned to solicit for a particular initiative, and you may only want to display a specific set of giving…
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Adding Custom Fields in Volunteer
EverTrue's constituent-level custom fields are a great way to display additional pieces of information on a prospect for your volunteers! Contact genius@evertrue.…
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Exporting Volunteer Interactions
All interactions written by a volunteer in Volunteer by EverTrue, in web or mobile, will be captured for your organization to use in EverTrue and export for your records.…
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Exporting Volunteer Assignments
Whether you simply want a file of all of your volunteers, prospects, assignments and pools, or you are doing daily or weekly tracking of Volunteer activity,…
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Admin Volunteer Reports
As a volunteer administrator, it can be helpful to have a full view of your EverTrue Volunteer setup in order to more easily and effectively manage your program.…