Do you have any ideas you’d like to see in GAIL or Advizor? If so, we are eager to hear them. While we cannot promise immediate solutions, the Office of Client Services will consult with our internal teams to find out how we might be able to implement your suggestions. The next time something comes […]
Have you hired a new Student Worker at your school/college/unit who needs GAIL access and training? If so, please follow the detailed steps below to get them started. Student workers are highly encouraged to complete the GAIL 101 Online Training module allowing them “View Access” in GAIL. If Student Workers need to update records or […]
GAIL users, when updating constituent addresses, phone numbers, or emails please make sure to NOT select the “General” type, as this is reserved for information provided by the Athletic Association’s Paciolan database.
Need to search for a specific interaction? No problem! Use the handy filters in the newly added Comments field to search all interactions for a specific keyword. In addition, you now have the ability to choose which columns you want to see on your interactions page.
GAIL users, please make sure to enter interactions on Organization records in the Primary record of the search results. To verify the primary record follow the steps below…