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Additions to New Plan Form
A few new options have been added to the Add a Proposal (Plan & Opportunity) form on the Prospect tab of constituent records. Now when setting up a new plan, you’ll see a drop down to designate your site, a checkbox to indicate whether the plan includes a planned gift, and finally (if the Solicitation […]
New Add a Spouse Button
We’ve created a new way to add a spouse to a constituent in GAIL! Rather than looking for the option on the main task bar, now there is an Add Spouse option directly on the Relationships tab. If the constituent is currently unmarried, the button will read Add Spouse. However if the constituent is currently […]
Cancel an Event in GAIL
Requests for canceling GAIL events across campus are being submitted at a higher than normal volume. Your patience and grace is appreciated! For more information and updates on the coronavirus, please refer to the University of Georgia’s Coronavirus (COVID-19) webpage. While having to cancel an event during this time is unfortunate, the health and safety […]
Event Smart Query for Invited Constituents
Just like you can use a smart query to communicate with the registrants of your event, you can also use them to communicate with the constituents who have been invited to your event, regardless of their registration status. This feature is most helpful when planning an email to drive registrations, as you can select all […]
Prospect Name Auto-Population with Research Request
Need research on a prospect? The research request link just got a time-saving upgrade. Now when you click on request research from a prospect’s record, their name will be auto-populated in the prospect field rather than making you search again. Easy!
Screen Casting in One Press Place
Welcome to One Press Place! You may have noticed there aren’t HDMI cords in the conference and breakout rooms to share your laptop to the big screen, but don’t fret! We’ve installed a few different wireless screen-casting programs on the televisions here for your convenience. Airtame Airtame must be installed on your computer to use. […]
We’ve Moved!
Your GAIL team has officially made the move from Milledge Centre to One Press Place! We’re excited to get settled into our new office home and continue to provide training and support to our users across campus. Here are some things you should know about how this move will affect our services: Where are you? […]
Constituent Information Update Schedule
Information is constantly being updated in GAIL by our users, but some projects and processes occur regularly that require large data updates. Knowing the estimated timing of such projects can help you plan your communications in order to use the freshest information available to us. The list below outlines the schedule that the Constituent Management […]
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 been added to the query tool, “Group Members (Custom)” and “Groups Belonging To (Custom)”.