Do you have a saved search that you want to share with a colleague using EverTrue? Easy! 

After applying your desired filters and/or navigating to the saved search you wish to share, click the Actions dropdown menu near the top right of the search and select Share Current Search Criteria.

From the Share Current Search pop-up box that appears, you can either copy a Sharing Link or share the saved search via email. To do the latter, enter your colleague's name in the Share With EverTrue Users search bar, check the box next to Notify by email, and enter a message (optional). Last, click Share and you're all set! Note, if Notify by email is unchecked, the user will still be notified via a notification/alert in the EverTrue app. 

To learn how our customers are using saved searches, click here!

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