Adding Constituent Relationships
We know you have extensive data on relatives and family members in your database. EverTrue offers the ability to display family members, friends, and other related types within the Relationships section of a constituent profile's Constituent Info tab. Hyperlinks are made when the family member's ID matches the Remote ID of another constituent in EverTrue. If clicked, these linked relationships will bring you to the relevant constituent profile.
If more than 3 relationships are paired back to a constituent profile, you will see an option in the right-hand corner to view all relationships.
Adding New Relationships
Follow the steps below to import new relationships data to EverTrue. You may include as many relationships as you need, but please contact firstname.lastname@example.org if you plan on importing more than 10 relationship sets per constituent.
- Review the Constituent File Guide and add the three relationships fields to your import file.
- Import your new file and review the data in EverTrue
For any other questions reach out to the Genius Team at email@example.com.
- 1 yr agoLast active