Author: Cindy Bond

Dec
13

Did Someone Say “Batch Interactions”?

What is this thing?  And how do I get it? If you’ve ever wished you could key in one interaction and have it copy to multiple constituent records, or wished […]

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Oct
27

Mr. Direct M. Placeholder vs. Universe

If you are using Mr. Placeholder’s finder number for tracking your postal mail marketing effort, you should double-check that the record is actively included in the marketing effort export information. […]

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Oct
23

Prospect Referrals – Archived, Rejected & Particpants

Fundraisers: Learn how to show/hide archived referrals, how rejected referral notices are generated, and participants can now be added to referrals! Fundraisers can now filter out archived referrals on their […]

By Cindy Bond | Blog . Front Page . News . Prospect Management
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Sep
19

Security for Sharing GAIL Data

Often, sharing GAIL data is necessary for mailing out your communications, but we need to ensure we are following the security rules and guidelines as outlined in our policies.

By Cindy Bond | Blog . Front Page . News
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Jan
07

New “Add a proposal” form

There is a new “Add Proposal” form that combines multiple Plan and Opportunity setup actions into one seamless process.  The interactive “Add Proposal” form guides users through only the required […]

By Cindy Bond | Blog . News . Prospect Management
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Nov
08

Approved Vendors for GAIL Mailings

As outlined in policies and procedures, we require a Non-Disclosure Agreement form to be on file with the Client Services office prior to sharing any GAIL data with outside resources.  […]

By Cindy Bond | Blog . News
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Oct
26

New “Research” tab on prospect records!

There’s a new “Research” tab on prospect records in GAIL! GAIL has a new “Research” tab which consolidates into one place the information presently appearing in different areas of the […]

By Cindy Bond | Blog . News . Prospect Management
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Oct
22

Alumni Association to Utilize Prospect Plans

The Alumni Association staff will soon begin to utilize GAIL’s prospect management tools for their engagement plans. You will begin seeing new prospect plans appear possibly on some existing assigned […]

By Cindy Bond | Blog . Front Page . Prospect Management
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Oct
21

Welcome New Client Services Staff!

The Client Services team has just expanded!  We’d like to introduce our 2 new staff members to the GAIL community! Michael James “MJ” is the new Training & Support Specialist […]

By Cindy Bond | Blog . General & Updates . News
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Sep
21

Registrations vs. Registrants-More Details

Once you have this excel file, you can use any number of data fields in conjunction with a Word Merge Document to print out actual Name Tags for your event.  […]

By Cindy Bond | Blog . Events Management . Front Page
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