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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 EverTrue, 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…