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Configuring Total Giving and Categorized Giving Data from Raiser's Edge NXT
Configuring Total Giving Raiser's Edge NXT can count total giving by either campaign or cash in the door. When counted by campaign, the following gift types (including hard and soft credit) are…
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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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Import Error Glossary
Diagnosing Import Errors After importing a file to EverTrue, your Summary Report may contain some error messages. Not all are major issues that require action,…
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Troubleshooting EverTrue Log-In Errors
Logging in to EverTrue should be an easy process, but we are here to help if something goes awry! Below, we've compiled our go-to troubleshooting suggestions to ensure that you are able to get in…
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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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Removing Incorrect Enriched Data
EverTrue enriched data provides valuable insights to your constituent records, supporting your engagement efforts. However, incorrect or outdated information may occasionally appear.…
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Setting Up Scheduled Exports
An exciting feature in EverTrue is the ability to schedule exports! Customers have the ability to schedule daily export files at a time they choose and have them delivered to them via secure FTP.…
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Updating Your Constituent File for Next Fiscal Year Giving
With each turn of the fiscal year, it's time to make sure your institution's fiscal year giving data is up-to-date in EverTrue. The EverTrue platform works best for you and your organization when the…
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Using Interaction Round-Trip
Because your institution can both import interactions and write interactions in EverTrue, we've developed a round-trip process to help ensure data is synced daily.…
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Understanding Import Types and Deletions
Establishing Import Types EverTrue offers customers two types of imports, Standard (partial) & Full. Standard (partial) Imports: This import type allows your organization to send over a subset of…
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Enabling Auto-Deletion for Full Imports
Are you constantly approving a large number of deletions in Console? Do you want your SFTP process to be completely automated when you are importing Full Imports?…
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Naming Your SFTP Files
If your organization is using EverTrue's Data Manager Platform or Console to import files, review this article to understand necessary naming conventions.…
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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,…
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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!…
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All About: Filters
What are Filters? Using filters, EverTrue gives you the power to narrow down your constituent base using criteria from your database and our integrations.…
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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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Spot Checking Your Data
We've pulled together our best tips and tricks to spot-check your constituent data after successfully uploading it to EverTrue! We recommend using this article as a resource for moments when you want…
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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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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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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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Updating a Contact (Web)
Suggesting a Contact Update Need to update the contact info of one of your prospects? When you look up a constituent in EverTrue, you now have the ability to suggest an update or change directly from…