Confirmed Assets Tab
The Confirmed Assets tab on the Prospect’s constituent page indicates any confirmed (per Target Analytics) publicly available information about the prospect’s real estate, business, stock, and “other” assets. It also includes confirmed wealth indicator […]
GAIL Prospect Mapping
Development Officers, ever wanted to see a map using Prospect Mapping in GAIL? GAIL’s Prospect Mapping tool allows you to view Constituent records on a map by single and multiple […]
Phone Center Interactions
Phone center interactions on the constituent page are updated nightly and now indicate calling program campaign details and results.
UGA Dashboard Tab
Need to find contact, education, employment history, relationships, interactions, current, and previous group memberships all in one place? Check out the new UGA Dashboard to view this as a one […]
New Zillow Icon on Constituent Address Tile
A Zillow icon has been added to the address tile of the constituent profile. This saves a “cut and paste” effort for prospect managers when verifying donors’ whereabouts and estimated home values. […]
New Heritage Society Attributes
Query users can now access the new Heritage Society Publication Preferences Attribute and Heritage Society Stewardship Preferences Attribute in the attributes folder.
Updating Segment Codes to Associate Revenue in Direct Marketing Efforts
To ensure that every direct marketing effort has a unique source code to associate revenue, you may need to update your segment with a new segment code.
Fund Agreements Viewable in GAIL
GAIL users, fund agreements previously accessible only in ONESolution’s financial reporting software are now available in GAIL on the fund’s profile page!
Recognition Programs Update
Recognition programs are used to evaluate and recognize giving to your particular school or college unit. This is an easy way for you to determine who should be included on […]
2017 GAIL & Advizor Survey Results: Part 5
Q12 – Do you currently track any data outside of the GAIL system that you would like to see added? Please list. Q13 – Do you have trouble viewing or understanding Planned Giving […]