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 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 […]
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.
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…
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.