How to Take Advantage of Comments

Collaborate with your colleagues through EverTrue

• Mention your research colleague to request additional information for an upcoming meeting
• Inform your colleague when new information on a donor is available
• Receive an email notification when a colleague mentions you in a comment

Better track relationships between your donors

• Mention another constituent in a comment to keep track of important connections between your prospects and donors
• Quickly refer to a donor’s spouse or co-worker's EverTrue profile right from a comment

Keep track of notes on your prospects

• Add a note after a meeting right to your prospect’s EverTrue profile
• Speak into your phone to automatically transcribe meeting notes while on the road
• Save a link to relevant news article or a donor’s company page

FAQ

Can I mention and/or tag my colleagues or other constituents in comments?

Yes. To tag a colleague, either select “Mention a Colleague” and enter their name or simply type “@” followed by the person’s name and select the correct user.

To link to another constituent’s record, either select “Link to a Constituent” and enter their name or simply type “$” followed by the person’s name and select the correct constituent.

Will I receive a notification from Comments?

You will receive an in-app notification and an email when a colleague mentions you in an EverTrue comment. The notification and email will refer you to the profile you were mentioned on.

Can I export all of our organization's Comments?

If you would like an export of all of your organization's Comments, please contact your Customer Success Manager.

Can I edit my Comment after it has been published?

Yes. On the top right of the comment, click the drop-down arrow and select "Edit."

Can I delete my Comment after it has been published?

Yes. On the top right of the comment, click the drop-down arrow and select "Delete."

Can I edit another user's comments?

No.

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For any other questions reach out to EverTrue Support at genius@evertrue.com.