GAIL SP15 Update

Over the weekend of April 22nd, GAIL has been updated to Service Pack 15. If you experience any issues from this, please send an email to askit@uga.edu.

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Ideas and Suggestions

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 […]

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GAIL Training for Student Workers

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 […]

By David Ornelas | Blog . Front Page . GAIL 101 . GAIL Training . General
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New GAIL Flowcharts

Are you a visual learner who likes to see information at a glance? If so, take a look and the new flowcharts and infographics below to help keep you on track next time you’re working on a project in GAIL!

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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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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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GAIL & Advizor User Survey Results – General

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. 

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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… 

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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
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Completed Certificate Status

“Completed” status on all completed certificate programs have been updated. Click on the Education tab on a Constituent’s page to view the certificate status.

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