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Automating File Transfer
Interactions Export Proposals Export Portfolio Assignments Export Setting Up Schedule Exports All About: Data Getting Started with STFP Data Automation Getting Started with Data Manager
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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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Implementing Volunteer Self-Assignment
At the pool level, if you'd like to allow volunteers to self-select and assign their own prospects when given a set to choose from, you can easily do so in Pool Settings.…
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Configuring Two-Step Verification
What is Two-Step Verification? Security is EverTrue's utmost priority! Just like your online banking system or email provider, EverTrue offers two-step verification as an added layer of security.…
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All About: Pools
In Volunteer by EverTrue, you may notice that your prospects fall into a category, also known as a Pool, on the left side of the platform. Pools are groupings of volunteers and prospects.…
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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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Configuring SSO Authentication
Logging in with SSO EverTrue offers authentication with any SAML 2.0 standard compatible Identity Provider. If SSO is enabled, users will take the following steps to log in:…
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Managing Active Sessions
From laptops and work desktops to smartphones and tablets, many of us have multiple devices at our disposal. At any given time, you could be logged in to EverTrue across several devices.…
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Customizing Your User Profile
When you become an EverTrue user, you will have your own profile with information about the role you hold at your institution and how you will interact with EverTrue.…