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Frontline: Visit Meetings
My Team uses data from both your files and EverTrue to generate the provided reports. The only configuration required for My Team at this time is to set your "Visit Interaction" types.…
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Setting Up Launchpad for Frontline
Launchpad is a new landing page for customers using EverTrue's Frontline feature. The tool is intended to serve actionable insights to EverTrue gift officers,…
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Getting Started with Launchpad
Understanding Launchpad and its Benefits Launchpad is a landing page and metrics tracker in EverTrue intended to provide you and your teams with a space for viewing and tracking your work goals,…
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All About: Launchpad Widgets
Launchpad is your user dashboard where you can see how you are progressing towards goals set by your supervisor. The dashboard displays widgets that aid in the tracking process.…
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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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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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Frontline Playbook (Chapter 3): Making the Most of Portfolios
“My Portfolio” is your home base for Frontline. Here are tips for managing your prospects and ensure you’re moving them through proposal stages, quickly and efficiently.…
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Frontline Playbook (Chapter 2): Let's Build Some Saved Searches!
Start out by building saved searches. These are dynamic searches that run constantly, delivering daily alerts and updates from your donors. Instead of waiting for weeks-old printouts,…
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Frontline Playbook (Chapter 1): Checklist
We’re A Road Warrior’s BFF People don’t become gift officers because they enjoy planning trips with spreadsheets, sifting through dozens of database screens to access prospect information,…
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Frontline Management Playbook: My Team
You used to have to pull complicated reports (or guess) when you wanted to know about individual gift officer performance. No more! My Team allows you to track your team’s interactions, meetings,…