Do you find yourself needing to search for a constituent using “maiden name”? If so, this is for you! A new search criteria field has been added that will allow you to search using maiden name without having to involve any advanced search options.
LinkedIn URL’s have been hyperlinked to 58,832 Constituent Records. To access a constituent’s LinkedIn profile from GAIL, click on the LinkedIn Icon located in the Contact Information tile.
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.
You may not be aware of this, but you are currently using the 3.0 version of GAIL, but not for long as we’ll be upgrading to the newest version in just a few short weeks. Continue reading for a full run down of the events that will lead to the upgrade.
A new notes report has been created to allow you to search for constituent notes over a time period based on date, note type (Class Note, Awards/Scholarships, Obituaries, etc), note author (mostly GAIL users), and the note source (CRM or via the Web).
Traveling or off-campus? Take GAIL with you! GAIL gives you the flexibility to access the system anywhere you have an internet connect, providing you’ve connected to UGA’s secure remote VPN connection.
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.
A new faculty/staff giving report is now available in GAIL. The giving totals that pull into this report are based off of campaign logic and look at the campaign tags from the previous fiscal year (FY15).
If updating contact information is a task you need help with, this is for you. This guide will show you how to update address, phone, and email information.
Office of Gift and Estate Planning Deferred Donor Recognition Preferences In stewarding a deferred gift donor, there is nothing of greater importance than ensuring that a donor’s recognition preferences are honored. Accordingly, this document serves to clarify the various recognition options available to a planned giving donor and summarizes the method for capturing […]
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…