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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.…
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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…
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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…
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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…
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Dictating Interactions on Your iOS App
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,…
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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…
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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…
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Unlocking Your Account
Effective 4/6/23, EverTrue began locking accounts that had invoices 90 days overdue. What does that mean for you? If invoices are 90 days or more past due,…
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Career Moves FAQ: 2024 Updates
Note: The updates referenced in this article are part of the Career Moves changes taking place in early 2024. Please reach out to your CSM if you have questions about the information detailed below.…