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Admin Volunteer Reports
As a volunteer administrator, it can be helpful to have a full view of your EverTrue Volunteer setup in order to more easily and effectively manage your program.…
updated
6 mths ago
67
Volunteer Data
Mapping IDs in Console
Every time you import a unique .csv file format into Console, EverTrue generates an associated mapping ID for that format. The mapping ID can be found in the upper-left corner of an import,…
updated
6 mths ago
81
Implementation
Using EverTrue's Loading Dock
Whether you are in the implementation stage or working with us to improve your existing data files, EverTrue's Loading Dock provides you with an easy way to upload files for review and import!…
updated
4 mths ago
71
Implementation
Exporting Volunteer Interactions
Contents Exporting Volunteer Interactions Export Format All interactions written by a volunteer in Volunteer by EverTrue, in web or mobile, will be captured for your organization to use in EverTrue…
updated
6 mths ago
75
Volunteer Data
Configuring your Interaction Form
Contents Establishing Internal Expectations Breaking Down the Interaction Form Custom Fields Substantive Toggle Additional Constituents Required Fields Character Limits Maximum Values Interaction…
updated
3 wk ago
175
Interactions
Data Format Guides
Contents Field Reference Guides Required Files Additional Files Are you just starting with EverTrue? Need to complete another import? Want to refresh your data?…
updated
6 mths ago
557
Formatting
Formatting Gift Files
Contents Gift Crediting Multiple Soft Credits EverTrue's gift transaction file is a great way for users to be able to see a more robust view of each individual gift on a record's profile.…
updated
6 mths ago
116
Formatting
Formatting CSV Files
Contents File Formats Currently, EverTrue only accepts CSV (comma-separated values) files. Tab or pipe delimited files are not accepted. File Formats File must be CSV (comma-separated values).…
updated
6 mths ago
115
Formatting
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