No more do you have to deal with those pesky empty parentheses following the display name in GAIL! For any constituent who has a nickname indicated, you’ll see that reflected within the parentheses. If there is no nickname, you’ll see only the display name. Also, primary class year is now included in the display name. Years […]
You know how much money has come in the door to a particular fund, but do you have a way to see it visually? Thanks to Phyllis Cooke at the Law School for this suggestion. IT has created various smart fields that will allow you to see your giving totals in graph format.
There’s a new shortcut in GAIL that we’re calling the “Add Step and Interaction” button, and it’s for you, Development Officers! Remember how filing a contact report means you have to go into your Prospect Plan and file it there? Well, those days are long gone!
Are you ever asked to provide a complete summary of information for a prospect, donor, event attendee, etc.? A new Prospect Summary Briefing report will allow you to compile this with a few clicks.
If you need a report that is directly associated with Annual Giving, this one is for you! This report shows all annual giving (including individual transactions, donor names, and designations) for all payments to a particular area. You can easily get to this report by clicking into the Revenue functional area. The report will be […]