FAQ

  • Facebook FAQ

    Can I see a constituent’s Facebook profile or only the posts on our organization’s pages? Facebook does not provide direct links to Facebook user profiles (as of 2018).…

  • Viewing and Filtering Interactions

    Navigating Interactions Once you have your interactions logged in EverTrue, whether imported or written in EverTrue, you'll have multiple access points to this new set of data.…

  • Adding Interactions to EverTrue

    Importing Interactions Included with the EverTrue Core platform is the option to import interactions (contact reports, meeting notes, emails, etc). Interactions enhance your EverTrue experience by…

  • Managing Saved Search Notifications

    Locating Notification Settings Whenever a new constituent meets your saved search criteria, you have the option to opt-in to receive either an email notification, a push notification,…

  • Collaborating on Lists

    Adding Collaborators Adding list collaborators is a great way to share the ability to take action on lists, such as adding/removing other collaborators and/or constituents.…

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    • Lists

  • List vs. Saved Search

    You may be wondering...what is the difference between a list and a saved search in EverTrue? While they both store a set of constituents, one key difference sets them apart! List:…

    • updated 5 mths ago
    • 443
    • Lists

  • Getting Started with Windfall

    Understanding Windfall and its Benefits Windfall is a wealth screening company that collects information about your most affluent individuals, identifying constituents with a household net worth of…

  • General Data Protection Regulation (GDPR)

    The General Data Protection Regulation (GDPR), which came into effect on May 25th, 2018 will set the new standard for consumer rights regarding the protection of their data across the world.…

    • updated 5 mths ago
    • 338
    • Data
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