Associating Revenue on Opportunities

Attention Development Officers, you may have noticed an inability to associate revenue on your opportunities. Moving forward, please contact Kathy Bangle or Brooks McCommons to complete this process.         

Acknowledgements New Field – Revenue Date

With the ongoing clean-up project for Planned Gifts in GAIL, some pre-existing planned gifts are appearing in the school/college/unit’s Acknowledgement processes due to the data updates being added to each of these planned gifts, and this is causing some confusion for users.  So in order to alert you of which planned gifts are old vs. […]

GAIL Steering Committee Final Decisions

The following items have been decided by majority rule at this month’s GSC meeting: Displayed nickname in merge fields will remain as is It was suggested to copy the ‘First Name’ into the ‘Nickname’ field if nickname was empty, however, the First Name is most often not a person’s Nickname. New Name Format CDDR – Invitation […]

2016 GAIL & Advizor User Survey

Thank you to everyone who participated in this year’s GAIL & Advizor User Survey. Your feedback is greatly appreciated. Out of 600+ users, we were fortunate to have 123 users participate in this survey.  We’ve gathered the data and have highlighted some of the key areas to address.  

Instructional Aides

We’ve developed some new instructional aides to guide you through several business processes in GAIL. Click on one of the links below for more information!

Direct Marketing Efforts Instructional Video

Do you ever find yourself stumped on Direct Marketing Efforts? Not to worry, Client Services has developed an instructional video to walk you through the entire process. Stay tuned for more videos!

GAIL Training Diagram

Ever wonder what GAIL training sessions to attend in order to update records, request and process data, or send mass communications? Well we have the answer for you! Take a look at the GAIL Training Diagram below.

New Data in GAIL!

The following data has been or will soon be updated and available in GAIL— May Grads, Employment and Deceased…