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Meet Your Signal Activity Dashboard
Note: Clarity’s Signal Activity dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Meet Your Signal Activity Dashboard
Note: Clarity’s Signal Activity dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Meet Your Signal Top Prospects Dashboard
Note: Clarity’s Signal Top Prospect dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Meet Your Signal Activity YOY Dashboard
Note: Clarity’s Signal Activity YOY dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Meet Your Signal Task Tracker Dashboard
Note: Clarity’s Signal Task Tracker dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Meet Your Signal Activity YOY Dashboard
Note: Clarity’s Signal Activity YOY dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Meet Your Signal Top Prospects Dashboard
Note: Clarity’s Signal Top Prospect dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Meet Your Signal Task Tracker Dashboard
Note: Clarity’s Signal Task Tracker dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Meet Your Donors by Fiscal Year and Month Dashboard
Your Donors by Fiscal Year and Month dashboard is primarily designed for Annual Giving Officers, their managers, and anyone concerned about keeping donor participation on track.…
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Meet Your Annual Giving Level Progression Dashboard
Your Annual Giving Level Progression dashboard is designed primarily for Annual Giving Officers, their managers, and Advancement Services teams. It shows whether your current year’s donors have…
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Meet Your Annual Giving Summary Dashboard
Your Annual Giving Summary dashboard shows donors, dollars, and number of donations, along with the giving levels, velocity, and channels for all individual constituent types.…
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Meet Your Fundraising Analytics Dashboard
Your Fundraising Analytics dashboard is designed to measure the total fundraising history over any user-defined set of filter parameters. Here are just some of the questions that it can answer:…
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Meet Your Proposal Pipeline Dashboard
Your Proposal Pipeline dashboard shows a timeline of proposals according to their status (e.g., being developed, pending response, etc.). The dashboard plots proposals along the timeline according to…
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Meet Your Portfolio Contacts Dashboard
Your Portfolio Contacts dashboard is designed to show all managed prospects in a given portfolio arranged according to their giving capacity (top-down) and prospect stage duration.…
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Meet Your Portfolio Engagement Dashboard
Your Portfolio Engagement dashboard shows which assigned prospects have or have not been contacted within a user-defined number of months. It also shows the subset of managed prospects who have never…
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Modifying Collaborative Tasks
Looking for the latest steps? While this video offers a helpful overview, you'll find the most up-to-date information in our Modifying Collaborative Tasks article.…
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Using Collaborative Tasks to Review Added Tasks
Looking for the latest steps? While this video offers a helpful overview, you'll find the most up-to-date information in our Reviewing Your Collaborative Tasks article.…
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Adding Tasks and Setting Email Alerts with Collaborative Tasks
Looking for the latest steps? While this video offers a helpful overview, you'll find the most up-to-date information in our All About: Signal Collaborative Tasks article.…
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Modifying Collaborative Tasks
Note: Collaborative Tasks is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Reviewing Your Collaborative Tasks
Note: Collaborative Tasks is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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All About: Signal Collaborative Tasks
Note: Collaborative Tasks is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Lesson 7: Career Moves
To dive deeper into this feature, take a look at our help center's collection of articles devoted to using Career Moves! For any other questions, reach out to genius@evertrue.com.
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Lesson 6: Volunteer by EverTrue
To dive deeper into this feature, take a look at our help center's collection of articles devoted to using Volunteer by EverTrue! For any other questions, reach out to genius@evertrue.com.
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Lesson 5: Importing File Basics
To dive deeper into this feature, take a look at our help center's collection of videos devoted to implementation and file importing! For any other questions, reach out to genius@evertrue.com.
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Lesson 4: Launchpad
To dive deeper into this feature, take a look at our help center's collection of articles devoted to using Launchpad! For any other questions, reach out to genius@evertrue.com.
