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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.…
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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…
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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…
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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…
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EverTrue Product Updates: February 2023
2/28/23: Setting "If/Then" Logic for Proposal Fields We added the ability to implement "if/then" logic for your Ask Date and Ask Amount proposal fields.…
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Volunteer Suggest an Update
With our Suggest an Update feature, your Volunteers have the ability to provide you with up-to-date information of constituents, which you can then take and use to update your records in your…
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Exporting Contact Updates
As a data administrator for your institution, you have access to monitor and approve or reject incoming contact updates from your users. All incoming contact updates first go to data.evertrue.…
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Understanding the Volunteer Experience
The best way to view Volunteer by EverTrue just like one of your volunteers is to be one yourself! Because you have full management access to the Volunteer platform,…