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
- Interaction Reports (Online Module)
- Entering Interactions in EverTrue Step by Step (Job Aid)
- EverTrue: Adding an Interaction (Video)
- EverTrue Interactions:Types & Purposes (PDF)
- EverTrue Interactions for Development Officers: Types & Purposes (PDF)
- EverTrue Interactions Mobile Dictation (Video)
Proposals
Filters
- EverTrue Classic Filters (PDF)
Notifications
- Creating Notifications in EverTrue (Video)
- Following Up on Gift Notifications (Job Aid)
Other Resources
- EverTrue Advance Lingo Translator (Help Desk Article)
- EverTrue Glossary (PDF)
- 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)
- Tracking Contacts for the Bicentennial Matching Funds