Using the Browse Function in the Query Tool
Query users, did you know that you can navigate to constituent pages, interactions, wealth information and more directly from your query results preview?!
New Group Query Nodes
A change has been made to groups to allow members to be future start dated and/or future end dated. In order to accommodate for this change, two new nodes have […]
Team Spotlight: Gift Accounting
Who is on the UGA Foundation Gift Accounting & Agreements Team? For many GAIL users, part (or all) of what you do may involve soliciting gifts to your school or […]
Automating Process for Deactivating Expired & Inactive GAIL User Accounts
As you are all aware, DAR IT takes the security of our donor information very seriously. One of the fundamental ways to protect information is to limit access to it, […]
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 […]
GAIL 2019 Survey Check-In
Before we head into the new year, we wanted to revisit the GAIL 2019 survey that we sent out in the spring and update you on how some of your […]
Holiday Card Address Processing & Name Format Settings
Those of you used to sending emails probably don’t do much with the Address Processing & Name Format settings in your GAIL marketing efforts and event communications. However with the […]
Querying Mentor/Mentee Relationships
With the UGA Mentor Program underway, there is now a way to query those individuals involved in this exciting new venture. This process only refers to individuals who are part […]
Planned Giving Attributes
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 […]
Team Spotlight: Research & Prospect Management (RPM)
Who is on the Research & Prospect Management Team? Meet RPM, that’s Research and Prospect Management if you didn’t know! This group of wonderful individuals lives to make your prospect […]