New Wealth Data – System Notifications on Individual Records
Development Officers, you may have noticed a few new items and alerts in GAIL as you’ve viewed constituent records. The Constituent Development team is working with Blackbaud to update our […]
Qualtrics Assistance
Do you frequently create surveys? Do you want to learn how to better analyze your survey results? If so, Client Services can offer assistance with the Qualtrics survey program. Qualtrics […]
Major Gift Impact Report Updates
Development Officers, several changes have been made to the Development Officer Impact Report to provide you with the most accurate and current data for your plans and opportunities. First, the […]
Follow-Up Reminders for Prospects That Are Not In A Plan
Fundraisers, follow the steps below to view general interactions that are not attached to plans.
2017 GAIL & Advizor Survey Results: Part 1
Based on feedback from the GAIL and Advizor user survey results, we have published the first set of most common requests for clarification on business processes.
Plan Name Column on Interactions
A new column titled Plan Name has been added to the Interaction record displaying the Prospect Plan’s name and hyperlink.
Live Alumni Data
Live Alumni is an application that tracks alumni and donor information securely while updating GAIL on a quarterly schedule. Over the last year, this resource has linked over 90,000 LinkedIn […]
Student Education Records
New student majors and minors are available for all current students. This includes multiple degree listings, 4 minors, and 3 areas of emphasis. “Completed” certificate information has been updated as of December […]
How to Query Educational Degree Counts
The recent addition of certificates, minors, and areas of emphasis to constituent education records will change the way you will need to set up a query in order to get […]
Minimize Descriptions in Direct Marketing Efforts
To avoid technical issues in the final stage of activating a Direct Marketing Effort, please minimize the descriptions within the effort’s template to no more than two lines.