Blog

What is the GAIL Steering Committee?

The purpose of the GAIL Steering Committee is to gather internal staff with a team of school/college/unit representatives to discuss issues, enhancements, customizations, voting on broad reaching changes in processes, etc.

By David Ornelas | Blog . Front Page
DETAIL

GAIL Steering Committee Final Decisions

The following items have been decided by majority rule at this month’s GSC meeting: Displayed nickname in merge fields will remain as is It was suggested to copy the ‘First Name’ into the ‘Nickname’ field if nickname was empty, however, the First Name is most often not a person’s Nickname. New Name Format CDDR – Invitation […]

By David Ornelas | Blog . Front Page
DETAIL

2016 GAIL & Advizor Survey Results: Part 1

Thank you to everyone who participated in this year’s GAIL & Advizor User Survey. Your feedback is greatly appreciated. Out of 600+ users, we were fortunate to have 123 users participate in this survey.  We’ve gathered the data and have highlighted some of the key areas to address.  

By David Ornelas | Blog . Front Page . General & Updates
DETAIL

Instructional Aides

We’ve developed some new instructional aides to guide you through several business processes in GAIL. Click on one of the links below for more information!

By David Ornelas | Blog . Front Page
DETAIL

Video Tutorial: Direct Marketing Efforts

Do you ever find yourself stumped on Direct Marketing Efforts? Not to worry, Client Services has developed an instructional video to walk you through the entire process. Stay tuned for more videos!

By David Ornelas | Blog . Direct Marketing Efforts . Front Page
DETAIL

How to Copy a Past Marketing Effort

Need a handy shortcut for those monthly emails or newsletters? We’ve got the answer! Simply copy an activated marketing effort and update the components to support your new purpose.

By David Ornelas | Blog . Direct Marketing Efforts
DETAIL

GAIL Training Diagram

Ever wonder what GAIL training sessions to attend in order to update records, request and process data, or send mass communications? Well we have the answer for you! Take a look at the GAIL Training Diagram below.

By David Ornelas | Blog . Front Page
DETAIL

Acknowledgements – New Revenue Date Field

With the ongoing clean-up project for Planned Gifts in GAIL, some pre-existing planned gifts are appearing in the school/college/unit’s Acknowledgement processes due to the data updates being added to each of these planned gifts, and this is causing some confusion for users.  So in order to alert you of which planned gifts are old vs. […]

By David Ornelas | News . Revenue
DETAIL

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…

By Cindy Bond | Blog . General & Updates
DETAIL

New Advizor Project – Annual Giving by Unit

A new project has been added to Advizor that provides the easiest and most effective breakdown of Annual Giving by School/College/Unit!  

By Cindy Bond | Blog . Front Page
DETAIL