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Portfolio Gift Notifications
Only available for institutions using our new Portfolios functionality, which requires a Portfolio Assignment file. If you have further questions or would like to enable this feature,…
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Using To-Dos and Reminders
With EverTrue's To-Dos and Reminders feature, you can keep track of your tasks and notes directly in our platform. Think of it as your digitized prospecting and segmenting to-do list!…