There’s a new shortcut in GAIL that we’re calling the “Add Step and Interaction” button, and it’s for you, Development Officers! Remember how filing a contact report means you have to go into your Prospect Plan and file it there? Well, those days are long gone!
Entering a Request Navigate to the Prospects functional area and select “Add a Prospect Research Request”. Enter your request criteria in the screen that appears. **Use the criteria descriptions noted below** My Fundraiser Page status definitions as related to Research Requests Pending = Request has NOT been assigned Assigned = Request has been assigned to […]
No more do you have to deal with those pesky empty parentheses following the display name in GAIL! For any constituent who has a nickname indicated, you’ll see that reflected within the parentheses. If there is no nickname, you’ll see only the display name. Also, primary class year is now included in the display name. Years […]
PSA Codes: Attributes PSA Codes: Appeals PSA Codes: Committees PSA Codes: Interactions PSA Codes: Solicit Codes PSA Codes: Events PSA Codes: Funding Interests PSA Codes: Wealth Ratings PSA Codes: Educational Involvement Ascend Codes: Solicitation Preferences Ascend Codes: Mail Preferences
Do you find yourself needing to see giving totals for those individuals/organizations that have registered to attend your event? If so, this is for you! Two new columns have been added to the Registrants – More Details Tab (found within your event in GAIL) for this exact purpose. Continue reading to learn more.
1. Silent auction season is here. If a department needs to use our wireless credit card machines for an event, please let Sheila Mason (email@example.com) know as soon as possible so we can get them on the calendar. Devices are limited. 2. It’s tax time. Consolidated receipts for 2014 giving are available upon request. Please […]
1. December graduates have been loaded into GAIL. We are still working through some additional clean up items due to changes that accompany the new Banner system. 2. HR data (as of February) has been loaded, and the clean up will start as soon as possible. 3. GAIL is NCOA compliant as of this morning […]