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.
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.
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.
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!
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).
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.
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 […]
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 […]
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…