-
EverTrue Product Updates: April 2025
4/15/25: Using Folders to Organize Lists and Saved Searches We added a new way to stay organized in EverTrue! You can now create folders in both your Lists and Saved Searches tabs,…
-
EverTrue Product Updates: March 2025
3/27/25: Updating Portfolio Stages Directly from Cadence Steps You can now update a constituent's portfolio stage directly from their cadence steps, making it easier to keep their stage current…
-
EverTrue Product Updates: February 2025
2/27/25: Filtering Constituents by Primary Address You asked, and we listened! We've added a Primary Address Only checkbox to the City, State, Country, and Zip Code filters in the Location filter…
-
EverTrue Product Updates: January 2025
1/29/25: Introducing the Signal Influence Dollars Dashboard A new Signal Clarity dashboard is here! Signal Influence Dollars provides a detailed view of giving influenced by Signal outreach efforts,…
-
EverTrue Product Updates: December 2024
12/11/24: Introducing New Gift Transaction Fields for Data Manager Imports We've expanded the Gift Transaction fields available for import in EverTrue's Data Manager!…
-
EverTrue Product Updates: November 2024
11/21/24: Updating the Add to Cadence Popup We've enhanced the Add to Cadence popup to make adding constituents to cadences from their profiles easier and more organized!…
-
EverTrue Product Updates: October 2024
10/30/24: Introducing EverTrue’s AI Assistant for iOS We’re thrilled to introduce EverTrue’s AI Assistant–designed to help you work more efficiently by simplifying key tasks directly within the iOS…
-
EverTrue Product Updates: September 2024
9/24/24: Introducing Signal Custom Cadences We're thrilled to announce that Signal Cadences now includes the ability to create custom cadences! This new feature empowers your organization to create…
-
EverTrue Product Updates: August 2024
8/6/24: Viewing Constituent Cadences on iOS We're excited to share a new feature for EverTrue iOS users: the ability to view which cadences a constituent is part of directly from their profile page!…
-
EverTrue Product Updates: July 2024
7/12/24: Pausing Signal Collaborative Tasks We're excited to announce that the ability to pause Signal Cadences has been extended to work with Collaborative Tasks! Here's what's new: Unified Pause:…
-
EverTrue Product Updates: June 2024
6/3/24: Introducing the Signal Task Tracker Dashboard A new Clarity dashboard is at your disposal: the Signal Task Tracker! This dashboard illustrates task and cadence step progress,…
-
EverTrue Product Updates: May 2024
5/30/24: Introducing Signal on Mobile Help Articles We've expanded our Signal by EverTrue resource hub to include a Signal on Mobile category! Here, you'll find the following help articles:…
-
EverTrue Product Updates: April 2024
4/17/24: Updating EverTrue Filters The next time you use EverTrue’s filters, you’ll have an easier time finding filters powered by EverTrue enriched data!…
-
EverTrue Product Updates: March 2024
3/20/24: Updating EverTrue Filters The next time you use EverTrue’s filters, you will see the first set of updates that are part of our product team’s effort to consolidate filtering experiences!…
-
EverTrue Product Updates: February 2024
2/15/24: Updating Filters Beta Our product team is working to consolidate EverTrue's filtering experiences by merging the best functionalities of both Filters Beta and classic Filters.…
-
EverTrue Product Updates: January 2024
1/31/24: Fixing EverTrue iOS App Bugs We recently released a bug fix to improve the EverTrue iOS app experience: When planning trips and meetings using the iOS app,…
-
EverTrue Product Updates: December 2023
12/20/23: Creating Joint Interactions for Household Members Our product team is working to simplify the process of connecting constituents who are two halves of the same household.…
-
EverTrue Product Updates: November 2023
11/29/23: Fixing EverTrue iOS App Bugs We released the following bug fixes to improve the EverTrue iOS app experience: When using Wealth Enrichment filters on the EverTrue iOS app,…
-
EverTrue Product Updates: October 2023
10/19/23: Introducing EverTrue's AI-Generated Emails for Mobile Our product team is continuing to build features that leverage AI, and couldn't be more excited to share the latest:…
-
EverTrue Product Updates: September 2023
9/14/23: Updating In-App Branding You might have noticed small design changes make their way into the EverTrue app! Logo updates and color scheme adjustments are the result of our company's recent…
-
EverTrue Product Updates: August 2023
8/18/23: Exporting Career Moves Data as an EverTrue User Our product team added the ability for EverTrue users to export Career Moves data using the Actions buttons found in the Constituents tab,…
-
EverTrue Product Updates: June 2023
6/20/23: Refining the Data Manager Importer Process Our product team made two updates to the Data Manager Importer. You will now be able to process Gift Transaction files larger than 5GB.…
-
EverTrue Product Updates: May 2023
5/31/23: Updating Implementation Data File Guides We are excited to share updated versions of our Implementation Data File Guides with you! The guides contain all of the importable data details you…
-
EverTrue Product Updates: April 2023
4/28/23: Fixing Filters Beta Bugs We released additional bug fixes to improve the experience of those participating in Filters Beta: When using the search bar found at the top of a filter options…
-
EverTrue Product Updates: March 2023
3/31/23: Cancelling Imports at Any Step When importing files in our Data Manager, you can now cancel a job at any step of the upload process. This removes this need to wait until pre-processing…
