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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 your organization is using EverTrue's Interaction Form, you have the ability to export interactions written in the EverTrue platform both manually or by using 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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Adding Interactions to 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 thanks to the ability to 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 Windfall Philanthropic Interests
EverTrue has teamed up with Windfall Wealth Screening to pull wealth indicators directly onto EverTrue constituent profiles. Windfall collects information about your most affluent individuals.…
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Using Windfall Wealth Data
EverTrue has teamed up with Windfall Wealth Screening to pull wealth indicators directly into EverTrue! Windfall collects information about your most affluent individuals.…
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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 Data Manually
If you are an EverTrue Owner and your institution is entering interactions, proposals, or assignments in EverTrue, you can manually export that data at any time.…
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Exporting Relationship Management Assignments
Whether you simply want a file of all of your prospects and assignments, are doing regular tracking of Frontline activity, or you are automating a roundtrip of your data,…