UVA has customized EverTrue to better meet our needs. Below are key EverTrue learning resources and UVA learning resources that focus on the most important UVA customizations.
Overviews
Complete all video lessons in 101 and 201 and review the related UVA customized materials noted below.
- EverTrue 101: Basics (Online Course)
- EverTrue 201: Level Up (Online Course)
Interactions
- Entering Interactions in EverTrue Step by Step (Job Aid)
- EverTrue Interactions:Types & Purposes (PDF)
- EverTrue Interactions for Development Officers: Types & Purposes (PDF)
- EverTrue Interactions Mobile Dictation (Video)
Proposals
Filters
- Filters Available in EverTrue (PDF)
- EverTrue Articles on Beta Filters, including All About EverTrue Beta Filters and Filters Defined & Operating Logic Explained
- EverTrue Classic Filters v. Beta Filters (PDF)
Notifications
- Creating Notifications in EverTrue (Video)
- Following Up on Gift Notifications (Job Aid)
Other Resources
- EverTrue-Advance Lingo Translator (Job Aid)
- EverTrue Social Data Guidelines (PDF)
- EverTrue 301: Power Users (Online Course). Complete Lessons 1, 3 and 7 and review the related UVA customized materials noted below. If using the volunteer management features in EverTrue, complete Lesson 6.
- Windfall FAQ (Job Aid)
- EverTrue ThankView Integration (Job Aid)