Overview
EveryAction’s new navigation and homepage offer a streamlined experience for finding tools, managing contacts, and accessing reports. With the addition of agentic AI like Bonterra Que, you can do even more, faster.
This article is designed to help you get oriented. You don’t need to complete every step to use EveryAction successfully—think of this as a guided tour of what’s available and what’s changed, so you can explore at your own pace.
Step 1: Opt In to the New Navigation
The new navigation and homepage are available through an opt-in experience.
To get started:
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Click the Explore New Look toggle in the header
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Your interface will update to the new navigation and homepage
If you’ve already opted in, you can skip this step.
Once enabled, you’ll see the updated header, sidebar navigation, homepage layout, and access to Bonterra Que.
Step 2: Explore the Updated Header
The updated header keeps key actions easy to find, no matter where you are in the system.
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User Menu
Access My Profile, Switch Committee, Impersonate User (if permitted), and Log Out. -
Notifications
View system notifications and support-related updates from the bell icon.
You don’t need to adjust anything here—this section is for awareness.
Step 3: Use the Sidebar Navigation
The left-hand sidebar provides consistent access to tools while allowing more space for your work.
You can open or collapse the sidebar using the hamburger icon in the header.
From the sidebar, you can navigate between the main areas of EveryAction. What you see depends on your permissions, but commonly includes areas for contacts, engagement, reporting, and administration.
Additional Sidebar Tools
The sidebar also includes helpful shortcuts you can use whenever you need them:
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Search for a page
Quickly find tools or pages if you’re not sure where something lives. -
Favorites
Save frequently used pages so you can return to them quickly. -
Ask Que
Open Bonterra Que directly from the sidebar whenever you want help or guidance. -
Provide Feedback
Share suggestions or issues with the product team. -
Help / Support Resources
Access documentation and submit support requests.
You can use these tools as much—or as little—as you like.
Step 4: Explore the New Homepage Panels
The homepage gives you quick access to information and tools you use most often. Panels shown on your homepage depend on your role, permissions, and activity.
You may see panels such as:
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Actionable Insights
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Bulk Upload
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Disclosure Center
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Financial Batch Manager
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Follow Ups
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Metrics dashboards
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Phone Banks
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Ready for You
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Recent Tools
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Recently Viewed Contacts
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Your Reports
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Your Saved Lists & Searches
You don’t need to recognize or use every panel. They’re there to help surface information when it’s useful to you.
Step 5: Customize Your Homepage Layout
You can personalize your homepage to better match how you work. This is optional and can be changed at any time.
To customize your layout:
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Click Customize view in the top-right corner of the homepage
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Make changes such as:
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Showing or hiding panels
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Reordering panels by dragging them
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Adjusting dashboards within the Metrics panel
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Click Update to save your changes
If you’d rather leave the default layout as-is, that’s completely fine.
Step 6: Apply Your Homepage Layout Across All Committees (New)
If you have access to multiple committees, you’ll see an additional option when saving homepage changes.
After clicking Update, you’ll be asked whether to apply your homepage layout to:
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The current committee only, or
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All committees you have access to
Choosing all committees applies the same layout everywhere you work, so you don’t need to repeat customization when switching committees.
If you don’t see this option, it simply means you only have access to one committee.
Step 7: Ask Que—Your Fundraising Assistant
You’ll find Ask Que on your homepage and in the sidebar. This launches Bonterra Que, your built-in assistant.
Que is available whenever you’re ready and is completely optional. You can use it to:
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Explore donor segments
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Generate fundraising insights
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Draft personalized, on-brand fundraising emails
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Get quick answers while you work
You don’t need to use Que right away—think of it as extra support when you want it.
What Else Do You Need Help With?
If you want to go deeper, you can explore:
Choose what’s most helpful for you right now. Everything else can wait.
How do I use the new navigation in EveryAction? | How do I turn on the new EveryAction homepage? | Where did my menus go in EveryAction? | How do I customize my EveryAction homepage? | How do I find tools in the new EveryAction layout? | What is Ask Que in EveryAction? | How do I navigate EveryAction faster?