EverTrue Advancement
Free
4.55.5for iPhone, iPad and more
9.5
115 Ratings
Evertrue, Inc
Developer
66.4 MB
Size
Feb 7, 2024
Update Date
Productivity
Category
4+
Age Rating
Age Rating
EverTrue Advancement Screenshots
About EverTrue Advancement
You can’t always be at your desk, but you shouldn’t have to leave any information behind. EverTrue's app for advancement professionals gives you instant access to the power of EverTrue when you're on the go. In the app, view constituent profiles, manage trips, build prospect lists, and collaborate with colleagues to increase your productivity on the road and uncover more support.
Key Features:
– Prepare for donor visits with quick access to constituent profiles
– Easily view donor contact and address information
- Quickly get directions to your next visit
– Create, edit, and share prospect lists
– Schedule additional meetings to fill time after a cancellation with powerful filters and map-based searching
– Stay up-to-date on constituent activity with push notifications
About EverTrue
EverTrue is a leading advancement software platform that supports fundraising efforts at educational institutions.EverTrue’s data, software, and services empower advancement teams to create personal experiences for donors. 100s of organizations fuel fundraising by identifying and reaching more donors via EverTrue’s social, wealth, interest, and career data sources and engagement software, strengthening donor pipelines and increasing participation and engagement.
Key Features:
– Prepare for donor visits with quick access to constituent profiles
– Easily view donor contact and address information
- Quickly get directions to your next visit
– Create, edit, and share prospect lists
– Schedule additional meetings to fill time after a cancellation with powerful filters and map-based searching
– Stay up-to-date on constituent activity with push notifications
About EverTrue
EverTrue is a leading advancement software platform that supports fundraising efforts at educational institutions.EverTrue’s data, software, and services empower advancement teams to create personal experiences for donors. 100s of organizations fuel fundraising by identifying and reaching more donors via EverTrue’s social, wealth, interest, and career data sources and engagement software, strengthening donor pipelines and increasing participation and engagement.
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What's New in the Latest Version 4.55.5
Last updated on Feb 7, 2024
Old Versions
The next time you receive a call back from an unknown number, you’ll be able to search that phone number in EverTrue to identify the constituent that reached out. Just type the phone number into the Constituent search bar and any matches will appear.
This release also contains bug fixes and tweaks to make sure you can find the information you need, when you need it.
This release also contains bug fixes and tweaks to make sure you can find the information you need, when you need it.
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Version History
4.55.5
Feb 7, 2024
The next time you receive a call back from an unknown number, you’ll be able to search that phone number in EverTrue to identify the constituent that reached out. Just type the phone number into the Constituent search bar and any matches will appear.
This release also contains bug fixes and tweaks to make sure you can find the information you need, when you need it.
This release also contains bug fixes and tweaks to make sure you can find the information you need, when you need it.
4.55.4
Jan 31, 2024
The next time you receive a call back from an unknown number, you’ll be able to search that phone number in EverTrue to identify the constituent that reached out. Just type the phone number into the Constituent search bar and any matches will appear.
This release also contains bug fixes and tweaks to make sure you can find the information you need, when you need it.
This release also contains bug fixes and tweaks to make sure you can find the information you need, when you need it.
4.55.3
Nov 28, 2023
This release squashes some bugs, to make sure you have access to all the information you need - when you need it.
4.55.2
Oct 21, 2023
Say hello to AI-generated email drafts, now in EverTrue! Writing a first draft takes a lot of effort, we get it. That’s why we took the hard job of writing emails and harnessed the power of AI to create a more efficient experience. Combining AI with the data in EverTrue, we auto-draft meeting requests, thank-you notes, and stewardship touches that are personalized to each and every donor. If you’re already taking advantage of our new profile summaries, you will automatically have access to email templates. If you’re new to our AI features, contact your EverTrue Customer Success Manager to turn them on.
4.55.0
Oct 18, 2023
Say hello to AI-generated email drafts, now in EverTrue! Writing a first draft takes a lot of effort, we get it. That’s why we took the hard job of writing emails and harnessed the power of AI to create a more efficient experience. Combining AI with the data in EverTrue, we auto-draft meeting requests, thank-you notes, and stewardship touches that are personalized to each and every donor. If you’re already taking advantage of our new profile summaries, you will automatically have access to email templates. If you’re new to our AI features, contact your EverTrue Customer Success Manager to turn them on.
4.54.0
Sep 6, 2023
The Donor Potential Score for constituents is also now available on mobile! The DPS is a precise, always-fresh score to help you segment and prioritize your donors. This score can help with balancing portfolios, trip and event planning, designing donor relations strategies, and more.
And, if you were having trouble signing in with “Email me a link,” you’ll find that functionality is working smoothly again. Lastly, this release also includes general stability updates, to make sure you have access to all the information you need - when you need it!
And, if you were having trouble signing in with “Email me a link,” you’ll find that functionality is working smoothly again. Lastly, this release also includes general stability updates, to make sure you have access to all the information you need - when you need it!
4.53.0
Jun 28, 2023
- AI profile summarization
4.52.2
May 21, 2023
- Fixed a bug when entering interactions & backgrounding the app (Thanks for the heads up Roz!)
4.52.1
Apr 20, 2023
- Fix for meeting day order on trips
4.52.0
Apr 14, 2023
* Added pinned comments
* Enhanced required & max length field for forms
* Fixed crashers
* Several small bug fixes
* Enhanced required & max length field for forms
* Fixed crashers
* Several small bug fixes
4.51.2
Mar 18, 2023
Fixes a long time lingering crasher that was made worse by the recent architecture changes.
4.51.1
Mar 1, 2023
We’ve updated and streamlined the menu items to create a new tab layout, providing visibility and helping you easily jump from one to another.
- The new constituents tab allows you to quickly search for a profile and find them on a map.
- Easily find a prospect and check out your portfolio in the new prospects tab.
- The activity tab makes it easy to view interactions, meetings and trips at a glance for efficient planning and reporting.
- The new “you” tab lets you view your profile, help articles and important notifications.
- The new constituents tab allows you to quickly search for a profile and find them on a map.
- Easily find a prospect and check out your portfolio in the new prospects tab.
- The activity tab makes it easy to view interactions, meetings and trips at a glance for efficient planning and reporting.
- The new “you” tab lets you view your profile, help articles and important notifications.
4.50.0
Dec 1, 2022
The all-new Activity view is designed to give you quicker access to your interactions, meetings, and trips. We have included capabilities from the desktop app that were missing in iOS. The new view is crafted to help you accelerate your trips and meetings workflows and be more efficient on the go.
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**Activity View**
By combining your interactions, meetings, and trips into one area, we’ve made it easier and faster to interact with and manage this information.
**Interactions**
Toggle between your interactions and all interactions for your organization. Enter new interactions quickly by tapping on the ‘Add interaction’ button.
**Meetings**
Toggle between your upcoming meetings and all meetings past and present. Tap on the meeting to see more details and access the prospect’s data.
**Trips**
Toggle between your upcoming trips and all trips past and present. You can now see all the prospects in your trip, not just ones you’ve scheduled meetings with.
**Mapping**
View your meetings for the trip on the map, along side your unschedule prospects, making it easier than ever to build out your trip or find last minute visits.
---
**Activity View**
By combining your interactions, meetings, and trips into one area, we’ve made it easier and faster to interact with and manage this information.
**Interactions**
Toggle between your interactions and all interactions for your organization. Enter new interactions quickly by tapping on the ‘Add interaction’ button.
**Meetings**
Toggle between your upcoming meetings and all meetings past and present. Tap on the meeting to see more details and access the prospect’s data.
**Trips**
Toggle between your upcoming trips and all trips past and present. You can now see all the prospects in your trip, not just ones you’ve scheduled meetings with.
**Mapping**
View your meetings for the trip on the map, along side your unschedule prospects, making it easier than ever to build out your trip or find last minute visits.
4.49.0
Jun 4, 2022
The all-new prospects view is a gateway to explore your portfolio and lists under one hood to help you get quicker access to your prospects and be more efficient on the go.
* Your Portfolio
Tap on Your Portfolio to explore your prospects in different stages in a newly designed layout. View them on a map just by clicking the map-icon next to the results to see their location.
* Stages
Swipe through the stages and view prospects in different stages with just one click. This new layout allows you to jump between the stages faster.
* Lists
View the lists you created and the ones shared with you. Search for a specific person in a list by name and view the list on a map.
* Your Portfolio
Tap on Your Portfolio to explore your prospects in different stages in a newly designed layout. View them on a map just by clicking the map-icon next to the results to see their location.
* Stages
Swipe through the stages and view prospects in different stages with just one click. This new layout allows you to jump between the stages faster.
* Lists
View the lists you created and the ones shared with you. Search for a specific person in a list by name and view the list on a map.
4.48.1
Mar 23, 2022
- Fixes searching for a name with an apostrophe
- Fix for inactive custom field values showing
- Fix for inactive custom field values showing
4.48.0
Mar 13, 2022
- Several bug fixes for the new constituents view
4.47.1
Feb 24, 2022
- Fixes a bug with save interactions
4.47.0
Feb 15, 2022
The all-new constituents view is your starting point for faster access to the right constituents to help you be more efficient on the go.
By Name: Start typing a name and go straight to a specific person. See all matches in a list with the option to apply additional filters or view them on the map.
Recently Viewed: See your recently viewed constituents right upfront. An old bug has been fixed so these are now shown in the correct order.
By Location: Jump into the map to browse constituents in a particular area, with an improved experience for additional filtering, viewing profiles, and adding people to a list or trip.
By Name: Start typing a name and go straight to a specific person. See all matches in a list with the option to apply additional filters or view them on the map.
Recently Viewed: See your recently viewed constituents right upfront. An old bug has been fixed so these are now shown in the correct order.
By Location: Jump into the map to browse constituents in a particular area, with an improved experience for additional filtering, viewing profiles, and adding people to a list or trip.
4.46.2
Dec 2, 2021
- Fixes an issue with interaction types
4.46.1
Nov 11, 2021
- Fixes crasher when viewing profiles
4.46.0
Oct 4, 2021
- Updated filtering on Launchpad
- Flag showing substantive interactions
- Flag showing substantive interactions
4.45.1
Sep 30, 2021
- Fixes blank filters screen
4.45.0
Sep 15, 2021
* Updates several dependent libraries
* Updates to form controls
* Updates to form controls
4.44.2
Jul 1, 2021
- Fixes bug that affected searching throughout the application
4.44.1
Jun 25, 2021
* Small internal bug fix
EverTrue Advancement FAQ
Click here to learn how to download EverTrue Advancement in restricted country or region.
Check the following list to see the minimum requirements of EverTrue Advancement.
iPhone
Requires iOS 15.0 or later.
iPad
Requires iPadOS 15.0 or later.
iPod touch
Requires iOS 15.0 or later.
EverTrue Advancement supports English
