mobile

  • Navigating Your EverTrue Android App

    The EverTrue Android app will be your go-to tool for getting closer to your prospecting goal while on the road. Below, we will explore how to use the tabs found in your app's navigation bar to locate…

  • Using AI-Generated Emails on Your Android App

    Note: This feature is only enabled by default if you have already opted into EverTrue AI Profile Summaries. If your organization is interested in activating this feature for your team,…

  • Using AI-Generated Emails on Your iOS App

    Note: This feature is only enabled by default if you have already opted into EverTrue AI Profile Summaries. If your organization is interested in activating this feature for your team,…

  • Using AI Profile Summary on Your Android App

    Note: This feature is not enabled by default. If your organization is interested in activating this feature for your team, please have an EverTrue Owner reach out to your Customer Success Manager…

  • AI and EverTrue FAQ

    How is AI being used at EverTrue? EverTrue is leveraging the power of AI to revolutionize the donor experience, making life easier for everyone in the advancement office.…

  • Using AI Profile Summary on Your iOS App

    Note: This feature is not enabled by default. If your organization is interested in activating this feature for your team, please have an EverTrue Owner reach out to your Customer Success Manager…

  • Using EverTrue Pinned Comments on Your iOS App

    What is EverTrue Pinned Comments? EverTrue's Pinned Comment feature for iOS mobile offers you the ability to keep track of important constituent information while on the road.…

  • Navigating Your EverTrue iOS App

    The EverTrue iOS app will be your go-to tool for getting closer to your prospecting goal while on the road. We recently made some changes to the app's layout to better-reflect workflows used to…

  • Using Map Draw Function to Find Constituents (iOS)

    Using the draw function on the map view of the EverTrue iOS app is a great way to quickly find constituents who are nearby! You can use it to maximize the number of meetings in a specific area,…

  • Creating and Viewing Lists (Mobile)

    Using a Constituent Profile Similar to adding constituents to newly created or existing lists on the web, you can add constituents to lists and view existing lists via your mobile device (iOS only).…

  • 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…

  • 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…

  • Top Five Reasons to Use the App

    With powerful mobile platforms available for all customers on iOS and Android, EverTrue helps you leave spreadsheets, file folders, briefcases, and padfolios behind.…

  • 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…

  • 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,…

  • 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…

  • Accessing EverTrue

    Accessing by Web Browsers EverTrue is supported by a variety of web browsers and versions within each browser. Below you will find our full list of supported browsers as well as versions we recommend!…

Content aside