May 2016: New Graduates, Staff, and Deceased
The following data has been or will soon be updated and available in GAIL— May Grads, Employment and Deceased…
Development Officer Impact Report
Do you need a quick way to check your status with your asks, visits and interactions? Good news! There’s a report that will do just that!
FY16 UGAF Year-End Closing Schedule
Please take a moment to review the fiscal year-end processing deadlines and share with appropriate staff.
Acknowledgements – New Prospect Fields
Based on feedback from the Donor Relations teams’ visits across campus focused on Stewardship, new fields have been added to everyone’s Acknowledgements processes to include Prospect Manager and up to […]
FY17 Cut-Off for PDF Deposit Transmittal Process
The new online Deposit Transmittal form has been introduced recently and has been adopted by several units already. This online version is replacing the old .pdf process with a soft […]
REMINDER: Exclusions in Marketing Efforts
Blackbaud CRM’s latest upgrade contained a glitch which overwrote many exclusion preferences on marketing efforts. That glitch has been corrected, although activated marketing efforts may now incorrectly appear to have […]
Educational Institution in Query
With the recent Blackbaud update, changes were made to the Educational Institution field in query. Going forward, please use the “Educational Institution Record” located in the “Educational Institution” table which […]
Marketing Effort Automatic Refresh
There are several reports in GAIL that show the progress and success of marketing efforts, these generally rely on the user(s) to manually ‘refresh’ their efforts individually prior to running a Marketing […]
New Echelon Scores in GAIL
Echelon is just ONE wealth indicator (and specifically – this one points to asset liquidity). Although these variables are currently unverified, it is a way to identify some new constituents […]
GAIL SP6 Update
Over this past weekend, the latest service pack from Blackbaud (SP6) has been applied to the GAIL system which is slotted to correct and/or enhance a number of our processes. […]