FAQ

  • AI and EverTrue FAQ

    How is AI being used at EverTrue? EverTrue is leveraging the power of AI to revolutionize the donor experience, making life easier for everyone in the advancement office.…

  • Career Moves Upgrade FAQ

    Note: The updates referenced in this article are part of our Career Moves upgrade taking place in May 2023. Please reach out to your CSM if you have questions about the information detailed below.…

  • Using EverTrue Comments

    How to Take Advantage of Comments Collaborate with your colleagues through EverTrue Mention your research colleague to request additional information for an upcoming meeting Inform your colleague…

  • Getting Started with Data Manager

    The Data Manager Platform is where our importer lives (it will not be visible until enablement). Follow the steps below to get started on importing using the Data Manager Platform.…

  • FAQ: General Volunteer Questions

    Contents What's the difference between EverTrue and Volunteer by EverTrue? EverTrue Platform Volunteer by EverTrue Can I select my own prospects? Can I remove a prospect from my list?…

  • FAQ: Volunteer Log-in Support

    Contents How Do I Log-In? Login using Email/Password: Login using Magic Link: What is my login email? Your Login Email Are you having trouble finding your access link & password reset? Help,…

  • 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,…

  • Navigating Trips & Meetings Features

    While we explored how to create trips and meetings and how to collaborate on trips in separate articles, we want to note some additional useful features you will have access to within your Trips &…

  • 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,…

  • Creating and Viewing Lists (Mobile)

    Using a Constituent Profile Similar to adding constituents to newly created or existing lists on the web, you can add constituents to lists and view existing lists via your mobile device (iOS only).…

    • updated 6 mths ago
    • 182
    • Mobile

  • 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

  • Removing Incorrect Enriched Data

    Within the TrueView feature in EverTrue, you now have the ability to reject profile images, social links, and employment data that is being inaccurately displayed via the EverTrue contact profile.…

  • Using the Map and App Navigation (Mobile)

    We've created a video of helpful tips for using your EverTrue map features and app navigation within our mobile app. If you are interested in learning about how to use search filters and reviewing…

  • Using Search Filters and Profiles (Mobile)

    We've created a video of helpful tips for using EverTrue search filters and reviewing constituent profiles within our mobile app. If you are interested in finding out how to use the map and app…

  • Updating a Contact (Mobile)

    Similar to suggesting a contact update on the web, you can submit updates via your mobile device (iOS only). To start this process, you'll open your EverTrue mobile app and locate the constituent…

  • Dictating Interactions (Mobile)

    We want to save you time while you're on the road, which is why we've included built-in voice dictation for meetings found within your app's Trips & Meetings tab! To access this feature,…

    • updated 10 mths ago
    • 171
    • Mobile

  • Exporting Proposals

    If your organization is using EverTrue's Proposal Form, you have the ability to export proposals written in the EverTrue platform both manually or by using scheduled exports.…

  • Collaborating on Trips

    Adding Collaborators Adding collaborators to your trips is a great way to share direct access to trip details, events, and editing abilities with your co-workers! For example,…

  • Using Trips & Meetings on Mobile

    Using your mobile app's Trips & Meetings tab offers a great way to keep track of your travels and make adjustments while you are on the road. You can even dictate your interaction notes in-app and…

  • Writing Proposals

    If your organization has purchased the Frontline module, you have the ability to write proposals directly in EverTrue! The format for writing proposals in EverTrue is set by your institution's…

  • Getting Started with Launchpad

    Contents Understanding Launchpad and its Benefits Enabling Launchpad Frequently Asked Questions on Launchpad Accessing Launchpad Training Resources Understanding Launchpad and its Benefits Launchpad…

  • Getting Started: EverTrue New User Guide

    Getting Started with EverTrue Welcome to the EverTrue family - we are so excited to have you! Below you will find all you need to get started with EverTrue,…

1 2

Content aside

Tags