Author: Eric Schmidt

Meeting Categories and Planned to Pending Steps

COLLABORATION VS. CAMPUS ASSISTS: We are continuing to track Collaboration and Campus Assists for those of you with these metrics. Please remember to code your contact reports with the correct category and subcategory. Collaboration: EXTERNAL collaboration > you and a colleague from outside your s/c/u partner for a MEETING where the DONOR/PROSPECT IS PRESENT. Category: […]

By Eric Schmidt | Uncategorized
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The Opportunity Pipeline Report

NEW REPORT ADDED TO GAIL: With the help of Advancement Services, a new report has been added to GAIL that will help you to more readily access all of your open opportunities! The OPPORTUNITY PIPELINE REPORT can be found within “Fundraising” > “Custom Reports” The report is used to view active opportunities in GAIL; broken […]

By Eric Schmidt | Uncategorized
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Event Invitation Invitees List Options

We are pleased to announce that coming in the very near future (in 2022), we will be rolling out changes to the process of managing your list of Invitees for an Event Invitation. Previously, the form for adding “Multiple constituents” was a two-part form.  It seems that this was causing problems in the case that […]

By Eric Schmidt | Uncategorized
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Browse Constituent Educational Involvements

To complement the addition of the data list to view Constituent Attributes en masse, which was completed summer of 2020, a data list to view Educational Involvements has been added as a separate tab on the same page. These options are available from the Constituents tab, More tasks section, at the “Constituent attributes/involvements” link. The […]

By Eric Schmidt | Uncategorized
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Imports for Education Involvements

In 2016, GAIL was upgraded to include new student majors and minors for all current students. This includes multiple degree listings, 4 minors, 3 areas of emphasis, and completed certificate information! In 2019, a new customized education tile was added to the constituent profile page. This new tile not only displays its original data (like […]

By Eric Schmidt | Uncategorized
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GAIL Service Pack Upgrade on September 26th

All production GAIL services, including online giving and event registration, will be unavailable on Sunday 9/26/2021 starting at 5am as the IT team applies the latest Blackbaud service packs/patches as well as completing some necessary server maintenance. We anticipate all services will be available no later than 12pm (noon) but will extend beyond that time […]

By Eric Schmidt | Uncategorized
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Year-End Closing Schedule FY22

Please take a moment to review our fiscal year-end processing deadlines and share with appropriate staff.  Following is the schedule for fiscal year-end close:

By Eric Schmidt | Uncategorized
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How to use DocuSign PowerForms for GAIL Access

How to start a GAIL User Access PowerForm On the DocuSign PowerForm Signer Information page, you will enter information for yourself AND your direct Supervisor as it appears in OneSource USG. This will direct the electronic movement of the form in obtaining signatures, so be sure you enter the names and email addresses correctly. Once you’ve entered […]

By Eric Schmidt | Uncategorized
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Service Pack 26 – GAIL Update

On Sunday, March 14, 2021 beginning at approximately 5:30 AM, the Applications and Integration Team will be applying Service Pack 26 hotfix 1 in GAIL Production. We will have all services back fully operational by noon.  For more information, or to report any issues after this maintenance has completed, please contact askit.@uga.edu for assistance.

By Eric Schmidt | Uncategorized
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