all about

  • All About: Donor Potential Score

    What is the Donor Potential Score? EverTrue's Donor Potential Score (DPS) is a rating that gauges the strength of a constituent's giving history, providing an easy-to-use tool to identify your best…

  • All About: Bookmarked Searches

    Note: Bookmarked Searches is a beta feature, and is not turned on by default. Please reach out to your CSM if you are interested in joining the beta testing group for this feature.…

  • All About: Dynamic Lists

    Note: Dynamic Lists is a beta feature, and is not turned on by default. Please reach out to your CSM if you are interested in joining the beta testing group for this feature.…

  • All About: Filters Beta

    Note: This is a beta feature, and is not turned on by default. Please reach out to your CSM if you are interested in joining the Filters beta testing group.…

  • All About: Data

    The power of EverTrue begins with your organization's data. Mix in our revolutionary platform and intuitive interface to arrive at the finest software available to non-profit advancement teams today.…

    • updated 3 days ago
    • 486
    • Data

  • All About: EverTrue Implementation

    Getting Started with Implementation Once you partner with EverTrue and complete a Kick-Off Call with your Customer Success Manager (CSM) and Implementation Specialist,…

  • All About: Trips & Meetings

    What are EverTrue Trips & Meetings? Planning your next trip or meeting in EverTrue is easier with EverTrue's Trips & Meetings! This feature helps traveling fundraisers prioritize, schedule,…

  • All About: Proposals

    Note: Your organization must be sending assignment data through our Portfolios Assignment model. You are on this model is you see a Portfolio tab in EverTrue (not My Portfolios),…

  • All About: Lists

    What are EverTrue Lists? EverTrue Lists are a great way to save a group of constituents for easy reference or help collaborate with a colleagues on any project.…

    • updated 11 mths ago
    • 396
    • 2
    • Lists

  • All About: Filters

    What are Filters? Using filters, EverTrue gives you the power to narrow down your constituent base using criteria from your database and our integrations.…

  • All About: Launchpad Widgets

    Contents Customizing your Launchpad View Understanding your Launchpad View Navigating your Launchpad Widgets Interactions Proposals Proposal Count Total Giving Visits Who to Visit Visit Pipeline…

  • 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,…

  • All About: Saved Searches

    Saved Searches (formerly known as Segments) are a great way to avoid re-running the same query to look for newly matched constituents over & over again.…

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