Follow-Up Reminders for Prospects That Are Not In A Plan

Fundraisers, follow the steps below to view general interactions that are not attached to plans.


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. 


Plan Name Column on Interactions 

A new column titled Plan Name has been added to the Interaction record displaying the Prospect Plan’s name and hyperlink.


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!


Live Alumni Data

Live Alumni is an application that tracks alumni and donor information securely while updating GAIL on a quarterly schedule. Over the last year, this resource has linked over 90,000 LinkedIn URL’s to constituent records in GAIL, along with primary business and employee relationship listings. With a Live Alumni user account, you will have the ability to […]

By David Ornelas | Blog . Front Page . Prospect Management . Query . Resources . Revenue

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… 


Revenue & Recognition Video Tutorial

Need a refresher on Revenue and Recognition in GAIL? Client Services has developed an instructional video for an overview of the Revenue tab on the constituent page, as well as the Revenue and Fundraising functional areas.

By David Ornelas | Blog . Front Page . GAIL 101 . Resources . Revenue

“Prospects of” Groups Now Include Plan Participants

The various “Prospects of” groups now automatically include as members any plan participants (e.g., spouses, foundation contacts, companies, etc.) that are listed on Development Officer’s active plans.

By David Ornelas | Blog . Front Page . Prospect Management . Resources
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