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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
If you are an EverTrue Owner who is part of an organization that uses our Volunteer platform, you can export interactions recorded by volunteers either manually or through scheduled exports.…
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Exporting Volunteer Assignments
If you are an EverTrue Owner who needs to export a file of all volunteers, prospects, assignments, and pools or simply want to regularly track 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.…