GAIL Training

GAIl & Advizor User Survey Results

Based on feedback from the GAIL and Advizor user survey results, we have published the first set of most common requests for clarification on business processes. 


New Instructional Videos

Need a refresher on how to create a group or committee record in GAIL? How about a tutorial on the Advizor – Campaign Report project? You’re in luck! Client Services has developed instructional videos for both business processes, click on the links below to view them anytime!


Student Education Records

New student majors and minors are available for all current students. This includes multiple degree listings, 4 minors,  and 3 areas of emphasis. “Completed” certificate information has been updated as of December 2016 on constituent records, as well as multiple degrees with different majors.


Minimize Descriptions in Direct Marketing Efforts

To avoid technical issues in the final stage of activating a Direct Marketing Effort, please minimize the descriptions within the effort’s template to no more than two lines.


Best Practices for Entering Interactions on Organization Records

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… 


GAIL System Update

Over the weekend of February 18th, GAIL has been updated to Service Pack 11. If you experience any issues from this, please send an email to

By David Ornelas | GAIL Training . General . News

Event Smart Query for Registered or Attended Constituents

Event Managers, a smart query has been created specifically for each of your schools/colleges/units.  Please be sure you use only the one with your naming convention (ex:  “A&S – Event Attendees”).  There is only one smart query per unit so others on your team will also have access to use it. **This process will overwrite […]


Event Smart Queries

As a reminder, contact information has been removed from the Registrants-More Details tab in the event module to eliminate data exports from this area without tagging records with communication codes.

Page 1 of 512345