EverTrue Product Updates: February 2024

2/15/24: Updating Filters Beta

Our product team is working to consolidate EverTrue's filtering experiences by merging the best functionalities of both Filters Beta and classic Filters. Starting mid-February 2024, we will begin to limit Filters Beta usage and feature functionality in preparation for this work. If your team is participating in Filters Beta, please take note of the following updates:

  • If you are a user without a saved dynamic list or bookmarked search, the Filters Early Adopter toggle will be removed from your Constituents tab, and Filters Beta will no longer be accessible. 
  • If you are a user with at least one dynamic list or bookmarked search, you can still use this toggle to access Filters Beta, but you will not be able to modify existing or create new dynamic lists or bookmarked searches.

To stay up-to-date with Filters consolidation and enhancement progress, subscribe to our EverTrue Updates articles! If you have questions about these changes, please reach out to your CSM.

2/16/24: Updating Saved Search Notifications in EverTrue

If you have notifications set up for EverTrue's Saved Search feature, you can expect to receive more frequent alerts for changes to your Saved Search results! Our product team has enhanced this functionality to ensure that your Saved Search notifications are triggered by all filters set for a search, guaranteeing reliable updates when new constituents meet your search criteria. Previously, only specific filters applied to a search impacted notifications.

To learn more about managing Saved Search notifications for both email and mobile, check out our dedicated help article!

2/12/24: Caching AI Profile Summaries

Our AI Profile Summary feature on iOS and desktop now incorporates caching, allowing you to access a constituent's summary with consistent language for a 24 hour period! Profile summaries are generated and stored on a per-user basis, meaning you and a teammate will see unique results when viewing the same constituent profile. 

These enhanced summaries are accessible to iOS and desktop users of organizations that have enabled EverTrue's AI functionality. Are you an Android user looking to access cached summaries? Don't fear, our product team is hard at work bringing this functionality to all users! If you are interested in using AI-supported features like this, please contact your CSM.

2/1/24: Searching by Constituent Phone Number on Desktop and iOS

When you receive a callback from an unknown number, you can now quickly identify the constituent who reached out by searching that phone number in either the EverTrue desktop or iOS app. To do so, navigate to your app's search bar (for iOS, this is found at the top of the Constituents tab) and input the phone number.

  • Note: For best results, please enter phone numbers with numeric values when searching (e.g., 8225555074).

2/1/24: Saving Scroll Position when Viewing Interactions

When opening an interaction's detailed view from either the Interactions tab in the left-hand navigation bar or a constituent profile, you can now click back to the list of interactions without losing your position! We'll remember your place and return you to the same spot in the list, ensuring you no longer need to scroll through dozens of interactions during your review.

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

Was this article helpful?



Content aside

  • 4 mths agoLast active
  • 229Views
  • 1 Following