Using your mobile app's Trips & Meetings tab offers a great way to keep track of your travels and make adjustments while you are on the road. You can even dictate your interaction notes in-app and we'll convert your speech to text for quick entry! Looking for a way to easily find filler meetings and add constituents to your trip from our map view? The app's draw function will be your new best friend! 

Keep reading for all of the functions of Trips & Meetings on iOS and Android. 

Exploring iOS Mobile Features

Viewing Trips and Meetings

View any trip or meeting where you are the creator (owner) or are listed as a collaborator by opening the three-bar menu icon at the top left of your EverTrue app and clicking Trips & Meetings. You can also access a view-only mode to see others' trips and meetings, even when you aren't listed as a collaborator! While in this tab, click Your Name's Trips & Meetings near the top of the page and select or search for any user to see both their past and upcoming trips.

Creating New Trips or Meetings

To create a new trip, local meeting, virtual meeting, or phone call, click the plus sign in your Trips & Meetings tab and select the event you want to add. You will be prompted to enter a few details about your event, so make sure to scroll through the entire list of fields, both required and optional. Click save at the top right to create your trip or meeting!

Creating Trip Events 

To create an event within a trip, open one of your trips from your Trips & Meetings tab and click the calendar icon in the top right. Choose either Meeting (interactions with constituents) or Time Block (non-meeting scheduled time, such as flights or transit time).

Viewing Your Trip Log

To view a trip log (a succinct feed of all interactions created within a trip), open a created trip and click the document icon in the upper-right corner. If no interactions have yet been logged for the trip, you will see a message indicating this along with a button at the bottom of your app to Add Interaction. You can also access a trip log by clicking the ellipses icon next to a trip on your main Trips & Meetings tab and selecting View Log.

Editing Trips or Meetings

To adjust or delete a trip or meeting, click the ellipses icon next to a planned event on your main Trips & Meetings tab and select Edit Details..., Add Interaction, or Delete.

Accessing Your Trip's Map View

To view a trip's events on a map, open a created trip and select the small map above the listed meetings. This will open the full map view of your trip.

Getting Trip Event Directions

To get directions to any trip event, open an event within a trip, click the blue address listing, and select the app you would like to use for directions. 

---

Exploring Android Mobile Features

Viewing Trips and Meetings

View any trip or meeting where you are the creator (owner) or are listed as a collaborator by opening the three-bar menu icon at the top left of your EverTrue app and clicking Trips & Meetings. 

Creating New Trips or Meetings

To create a new trip or local or virtual meeting, click the plus sign in your Trips & Meetings tab and select the event you want to add. You will be prompted to enter a few details about your event, so make sure to scroll through the entire list of fields, both required and optional. Click save at the top right to create your trip or meeting!

Creating Trip Events

To create an event within a trip, open one of your trips from your Trips & Meetings tab and click the ellipses icon in the top-right corner. Choose either Meeting (interactions with constituents) or Time Block (non-meeting scheduled time, such as flights or transit time).

Viewing Your Trip Events 

Your trip events (meetings/time blocks) will be the first component you see when you open a created trip. This view will show a list of your events in chronological order. 

Viewing Your Trip Log

To view a trip log (a succinct feed of all interactions created within a trip), open a created trip, click the ellipses icon in the upper-right corner, and select View Trip Log. If no interactions have yet been logged for the trip, you will see a message indicating this along with a button at the bottom of your app to Add Interaction. If interactions have been logged, you will have the option to edit or delete these from within the feed.

Editing Trips or Meetings

To adjust or delete a trip or meeting, click the ellipses icon next to a planned event on your main Trips & Meetings tab and select Edit Details..., Add Interaction, or Delete Trip.

Dictate Interactions

Because of the large variety of Android devices, not all devices will support verbal dictation. When entering an interaction, look for the microphone icon on your device's keyboard to dictate your interactions.

Accessing Your Trip's Map View

To view a trip's events on a map, open a created trip and select the map tab near the top of your screen. This will open the full map view of your trip.

Getting Trip Event Directions 

To get directions to any trip event, open an event within a trip and click the blue address listing. This will open your default map application to the listed location. 

---

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