What is a constituent profile? Every constituent in EverTrue has a profile — the central record combining contact information, giving history, interactions, tasks, and AI-assisted insights for that person. You can open a constituent's profile from search, from a list, from the map, or from a task or interaction linked to them.

Profile Header  

At the top of every constituent profile:

• Back button: Returns to the previous screen.

• + button (top-right): Opens a menu with five options: Add Task, Add To Trip, Add To List, Add Interaction, Add Proposal.

 

• Avatar, name, and affiliation: Shown with class year or constituency type where applicable (for example, "Alum, Parent - Class of 1981"). A badge row under the name shows cadence step enrollment count — for example, "Cadence 0 · +7 more" indicates this constituent is currently enrolled in 8 cadence steps.

• Address: Tappable; opens map/directions options.

• Contact [Name] button: Tap to open a dropdown with three options: Call, Text, and Email. 

Profile Tabs

Below the header, a constituent's profile is organized into seven tabs:

Summary Tab

The Summary tab is the default tab. It contains the following information in this order: 

• Giving Summary (Lifetime Giving, Largest Gift, Last Gift), 

• AI-generated "What To Know" summary, 

• Donor Potential Score, 

• Pinned Comments, 

• Recent Interactions, 

• Assigned To (Solicitor), 

• My Top Fields (Remote ID, Constituency, Solicitation Codes, Prospect Status, Interests), and 

• Capacity Indicators.

This video shows each tab and its features.  

https://www.loom.com/share/63fce1e30886460f85e9e7a838c56672

 

Info Tab

 

The Info tab contains the following information in this order: 

• Bio 

  • Career, Education history, with a "+ More" to expand

  • Primary Contact Info, showing primary phone and email with inline call/text/email icons, and a "+ More" to expand to additional contact methods including Addresses 

• Relationships -named people connected to this constituent, each with a relationship label and ID, tappable through to their own profile if they're also a constituent 

• More Info -a scrollable list of your organization's own custom fields

Tasks Tab

The Tasks tab shows all tasks linked to the constituent and is separated by task status: Incomplete, Overdue, Completed.  You can filter this view by All or by task type: Phone, email, sms, research, Thankview, Other.  Tap on the task to see the details. 

Giving Tab

This tab contains, in order: fund filter pills Total Giving and Annual Fund. This tab also shows Giving History summary cards of Last Gift, Largest Gift, Lifetime Giving, and Pledge Balance. These amounts are imported from your organization's database. Next in the tab is a graph and table for “How much has this constituent given?" by fiscal year, and an itemized Gift Transactions list below it. You can tap on the gift transactions to see more details. 

Enrichment Tab

This tab is where you’ll find financial, philanthropic, real estate, Donor Potential Score, DonorSearch Rating, SEC holdings, Leadership Involvement, Interests, Career information, Social Media account links, other personal details, and noteworthy events.   Visit Using Enriched Wealth Data Help article to learn more about this enrichment data. 

Interactions Tab

The interactions tab includes a feed of all interactions with this constituent, including pinned comments (highlighted in green, labeled Pinned EverTrue Comment). See "Using EverTrue Pinned Comments on Your Android App" for details on pinning and unpinning.  You can also add interactions on this tab.

Proposals Tab

On this tab, proposals associated with a constituent are listed using summary tiles, detail view, and the ability to create or edit a proposal. See All About: Proposals for more information on proposals.

 

If you have questions, contact EverTrue Support at genius@evertrue.com.