Existing Users

General Resources

TruServe User Tips
Tips provided for TruServe usage and staff engagement. See best practices for site administrators, supervisors and system users.

Resources on Data Entry

How to Add an Activity – Video tutorial

Add a Person/Organization Record – Video tutorial

Activity Templates

Track Demographic Information – Screenshot of demographic tab in an activity record.

Resources on Reporting

Video Tutorials on Reporting
Short video tutorials about basic and advanced reporting options in TruServe.

TruServe PIMS Report Example
An example of how to pull data for PIMS with screenshots and instructions.