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.
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 […]
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 […]
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…
Development Officer Impact Report
Do you need a quick way to check your status with your asks, visits and interactions? Good news! There’s a report that will do just that!
FY16 UGAF Year-End Closing Schedule
Please take a moment to review the fiscal year-end processing deadlines and share with appropriate staff.
Setting Permissions on Queries
From time to time, the reporting group may need to check, edit, or help you with queries. In order to do this, it is very important that all users remember […]
Update: Exclusions in Marketing Efforts
The recently reported issue of missing Marketing Effort exclusions and solicit codes has been resolved. However, it is still advised to double check your efforts prior to sending them out, and as […]
Acknowledgements – New Prospect Fields
Based on feedback from the Donor Relations teams’ visits across campus focused on Stewardship, new fields have been added to everyone’s Acknowledgements processes to include Prospect Manager and up to […]
FY17 Cut-Off for PDF Deposit Transmittal Process
The new online Deposit Transmittal form has been introduced recently and has been adopted by several units already. This online version is replacing the old .pdf process with a soft […]