Deposit Transmittal Update

The new online Deposit Transmittal form has been introduced recently and has been adopted by several units already.  This online version is replacing the old .pdf process with a soft cut over early FY17 (July 2016).  If you have not attended training or watched the training videos (here), please sign up for a class or […]

Quick Fundraising Report

Development Officers and Fundraisers! Do you need a quick way to find out how much money your school has raised this fiscal year, or how much has been raised for the Campaign to date?  While this isn’t ‘real time’, you can access this information using the Campaign Report project of Advizor.  Click here for details.

Tracking Issue with Emails Sent Through CRM

Please be aware that some emails being sent through GAIL are not properly capturing associated revenue and traffic generated by the email effort. When this issue occurs, email reporting still properly reports on open-rate and opt-outs. We are working closely with Blackaud to find a resolution to this issue. We have noticed that sending emails […]

Planning Calendar Entries

In an effort to ensure that all units are well-informed of upcoming events and appeal mailings, we are strongly encouraging all users to enter appeal mailings and events in the GAIL Planning Calendar and to do so in a timely manner so that all units can coordinate their events and mailings accordingly.

Permission All Queries

From time to time, the reporting group may need to check, edit, or help you with queries. In order to do this, it is very important that all users remember to permission all queries so that GAIL users with Query and Report access can edit them.

Update: Exclusions in Marketing Efforts

The recently reported issue of missing Marketing Effort exclusions and solicit codes has been resolved. However, it is still advised to double check your efforts prior to sending them out, and as an added assurance, you can review exclusions in marketing efforts by running a Marketing Exclusions report.

Advizor 6.7 Update and Cheat Sheets Now Available

Advizor 6.7 is now live with a new look! Need some help finding your way around?

Planned Gift Clean Up Project

The Office of Gift and Estate Planning is very fortunate to have two retirees joining the team for a temporary period to help review planned giving data to ensure accuracy and consistency post-GAIL conversion:  Denise Gabriel and Marilyn Montgomery. Please carefully review your Recognition Programs that include Planned Gift donors,