Resources

Prospect Management Policies and Procedures

The Prospect Managment Policies and Procedures manual has been updated as of June 20, 2017. Click on the document below to review or download as a PDF document.

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May Graduates now Available in GAIL

May graduate records totaling 6,845 are now available and ready for use in queries and communications. For more information please contact records@uga.edu.

By David Ornelas | Direct Marketing . Query . Resources
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Updating Contact Information on Constituent Records

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.

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Smart Fields

GAIL Users, as a reminder, when reviewing data in the Smart Fields tab of the constituent page please know that this information serves as a periodically refreshed snapshot of giving information on a constituent record. If/when you see a “$0” value also keep in mind that this indicates no gifts have been donated to this […]

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Matching Gift Relationships

In an effort to maximize the potential matching gifts some companies offer, the Gift Accounting, Records Maintenance, and Annual Giving teams have come together to make some changes all users will begin to recognize in GAIL. First, the records team has been working hard to create employee to employer relationships on constituent records over the […]

By David Ornelas | Blog . Front Page . Resources . Revenue
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Constituent Credit Total Report

Need shortcut to find giving totals for every school/college/unit on a Donor’s constituent page? Use the Constituent Credit Total Report to filter by date, revenue or recognized gift type, and revenue type!

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Interaction Page Enhancements

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.

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Reminder: Query Access – Update Session

As a reminder to all query users, in order to maintain your query access, all users must attend one query update session per calendar year. Sessions are offered quarterly. Remaining session dates for 2017 are as follows: September 27 – 9:00am to 12:00pm December 4 – 2:00pm to 5:00pm Users who fail to attend a […]

By David Ornelas | Blog . Front Page . GAIL Training . Query . Resources
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GAIL & Advizor Survey Results #3-6

GAIL User Survey Results #3-6 Survey Says! Q3 – When you get new data that needs to be updated in the GAIL system, do you 1-Update it yourself, 2-Send it to Records@uga.edu, 3-Other? Q4- If updating or entering information into GAIL makes you nervous or uncomfortable, which area(s) are they? Q5 – What is the most […]

By David Ornelas | All Entries . Blog . Front Page . Resources
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Stewardship Recipients

Need an easy way to find Stewardship Recipient information? Here’s what you can do!

By David Ornelas | Blog . Functional Areas . GAIL Training . Resources . Revenue
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