-
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,…
-
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:…
-
Connecting a User to a Contact Record
To ensure all Frontline features are functional in EverTrue, Admins/Owners will want to make sure that each user has a linked contact profile record. Please note it may not be necessary for all of…
-
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.…
-
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.…
-
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.…