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Flagging Wealth Enrichment Exclusions
You might need to flag constituents who should be excluded from all wealth enrichment services in EverTrue to protect their personal privacy. Adding this Wealth Enrichment Exclusion flag prevents…
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Setting Up Launchpad for Frontline
Launchpad is a new landing page for customers using EverTrue's Frontline feature. The tool is intended to serve actionable insights to EverTrue gift officers,…
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Getting Started with Launchpad
Understanding Launchpad and its Benefits Launchpad is a metrics tracker in EverTrue intended to provide you and your teams with a space for viewing and tracking your work goals,…
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All About: Launchpad Widgets
Launchpad is your user dashboard where you can see how you are progressing towards goals set by your supervisor. The dashboard displays widgets that aid in the tracking process.…
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Portfolio Gift Notifications
Only available for institutions using our new Portfolios functionality, which requires a Portfolio Assignment file. If you have further questions or would like to enable this feature,…
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All About: Portfolios
Note: Portfolios must be enabled by the administrator of your EverTrue account. A bit of setup is required on their end for you to see all of your prospects in their respective stages,…
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Key Prospects in Portfolios
Managing priority prospects can be challenging for relationship managers like yourself, who need a way to identify and focus on the multiple assignments in your portfolio that are most important to…
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All About: Career Moves
What is Career Moves? Career Moves refers to our high quality, fresh and accurate job changes and career insights that are delivered quarterly by EverTrue to accounts using the feature.…
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Exploring Constituents' Philanthropic Interests
EverTrue supplements your constituent profiles with wealth indicators and charitable giving interests. Donor Search provides these details on most of the individuals in your database.…
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Using Enriched Wealth Data
EverTrue supplements the data you send us with wealth and philanthropic insights from DonorSearch! This information is viewable directly within individual constituent profiles, easily filterable,…