News

Development Officer/Fundraiser Workshops

Development Officers this one’s for you! Client Services is happy to announce that we will be offering 2 fundraising workshops each month, in addition to our monthly GAIL 200 – Prospect Management Training.

Prospect Referral Form

The My Prospect Referrals sub-tab is now available on the My Fundraiser Page. This new feature will mirror the Research Request Process/Tracking function initiated by Prospect Research.

Name Format Option

A system-wide update is scheduled to go live on Monday, September 26, 2016 for all communications regarding Name Format Options.

Email Statistics

Due to technical issues in GAIL, the Email Statistics and Email Statistics by Date processes have not been functioning properly. However, with the recent system update those issues have been resolved.

Correspondence Process Instructions for Postal Mailings

The defined Correspondence Process is recommended for basic informational postal mailings. For more details in your data output please continue using Direct Marketing Efforts.

GAIL Query Updates

The new CRM 4.0 sp8 patch includes a fix to an issue some users had been experiencing when querying for event invitees.

Fundraiser Email Alerts

This new feature will soon be rolling out to better assist with informing Development Officers in a timely manner when their assigned prospects (based on “Prospects Of Fundraiser” Group in GAIL) have had contact from other fundraisers, among other actions.

Transaction Quick Search & Balance Column in Recognition History

Two new features have been added to GAIL: Transaction Quick Search Pledges and Planned Gift Balance column in Recognition History