Constituent Timeline Tab
GAIL users, have you noticed the Constituent Timeline tab on the Constituent Page? The timeline currently allows you to show and hide all recognition and interactions related to a constituent. […]
New Stewardship Recipient Tile (Fund Rep)
A new tile has been created that will allow you to see at a glance whether the constituent you’re viewing in GAIL is a Stewardship Recipient of a fund, and […]
Changes to Payroll Withholding Recurring Gifts in Query
It was recently brought to our attention that when querying for payroll withholding recurring gift transactions (i.e. the recurring gift itself, not the payments) using Inbound Channel is not capturing […]
Video Content Block Now Available in BEE!
GAIL users, would you like to add video content to your email templates? Well we’ve got some great news for you, this feature is now available in BEE!
Donation Pages for Event Payments
GAIL Users, please refrain from using donation pages to collect event revenue. Instead, please make sure to set up an appropriate event in GAIL and request an online registration page through […]
Introducing G-Wiz!
GAIL Users, you’ve been to training, followed the instructional guides, and watched the videos. In our continued efforts to enhance the user experience, The Office of Client Services is proud to […]
Pivot Tables in Direct Marketing Efforts
GAIL users, have you noticed the Pivot Table tab added to the Direct Marketing Effort frame? Once your effort has been activated, use this tab to view revenue data through graphs […]
2017 Year-End Processing Dates
Please take a moment to review the fiscal year-end processing deadlines and share with appropriate staff.
GAIL Splash Screen Update
GAIL’s landing page (Splash screen) will be updated January 2018. Here’s a sneak preview of those visual changes coming soon…
Using “Not one of” in Query
When using the “Not one of” filter to exclude constituents from a query, keep in mind that it will require the constituents to have the non-excluded criteria. In other words, […]