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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.…
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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…
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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.…
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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…
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Career Moves FAQ: 2024 Updates
Note: The updates referenced in this article are part of the Career Moves changes that took place in early 2024. Please reach out to your CSM if you have questions about the information detailed…
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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.…
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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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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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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.…
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FAQ: General Volunteer Questions
What's the difference between EverTrue and Volunteer by EverTrue? When you are searching for our Volunteer Platform on the web or in the app store, you might search for EverTrue and learn that we…
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FAQ: Volunteer Log-in Support
How Do I Log-In? Volunteer by EverTrue allows you to quickly and securely access all of your volunteer assignments in one place, and you now have the option of signing-in using Magic Link or an email…
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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 Partner,…
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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 &…
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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,…
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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).…
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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),…
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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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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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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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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,…
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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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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…
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Getting Started with Launchpad
Understanding Launchpad and its Benefits Launchpad is a metrics tracker in EverTrue intended to provide you and your teams with a space for viewing and tracking your work goals,…
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Managing Users
Inviting Users Individually Inviting new users from your organization to EverTrue is an important step in ensuring your team uses EverTrue to engage donors, alumni,…