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Setting up Portfolios
If your institution is moving over to the new data model for Portfolios (from My Portfolio to Portfolios) or adding Portfolios into EverTrue for the first time,…
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All About: Portfolios
Note: Portfolios must be enabled by the administrator of your EverTrue account. A bit of setup is required on their end for you to see all of your prospects in their respective stages,…
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Key Prospects in Portfolios
Managing priority prospects can be challenging for relationship managers like yourself, who need a way to identify and focus on the multiple assignments in your portfolio that are most important to…
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Exporting Interactions
If you are an EverTrue Owner who is part of an organization that allows users to write interactions in-platform, you can export that interaction data either manually or through scheduled exports.…
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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.…
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All About: Interactions in 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…
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Managing Saved Searches
Saved searches help you stay on top of key prospect segments, and managing them is easy! Below, we will walk through how to organize your saved searches into folders, edit search criteria,…
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All About: Saved Searches
What are Saved Searches? EverTrue’s Saved Searches let you store filtered queries in one place, making it easy to track newly matched constituents anytime.…
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Collaborating on Lists
Working with teammates on lists is easy because you can add list collaborators. When you add collaborators to a list, they can help manage constituents, invite other collaborators,…
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Adding Constituent Relationships
We know that you have extensive data on family members, friends, and other relationship types in your database. Below, we will review how to import new relationships,…
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Exporting Data from a Saved Search or List
EverTrue offers you the ability to export a set of constituent data from either your saved search results or a list you've created. To export this data,…
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Customizing Your Columns
EverTrue allows you to customize how you view your constituent data when browsing and filtering or viewing a list or saved search by adjusting both the columns you view and their order!…
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Adding Custom Fields to Your Database
Implementing Custom Fields EverTrue allows your institution to implement custom fields at the constituent level to ensure that any additional data points your team needs in the product(s) are…
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All About: Career Moves
What is Career Moves? Career Moves refers to our high quality, fresh and accurate job changes and career insights that are delivered quarterly by EverTrue to accounts using the feature.…
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Exploring Constituents' Philanthropic Interests
EverTrue supplements your constituent profiles with wealth indicators and charitable giving interests. Donor Search provides these details on most of the individuals in your database.…
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Exporting Data Manually
If you are an EverTrue Owner and your institution is entering interactions, proposals, or assignments in Signal, you can manually export that data at any time.…
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Exporting Relationship Management Assignments
If you are an EverTrue Owner who needs to export a file of all prospects and assignments, track Frontline activity, or automate data roundtrips, EverTrue makes it easy to export your relationship…