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GAIL Region Codes

Region Codes are now available that identify which region a Constituent lives and/or works within.  Region Codes are also assigned to Companies, Businesses, Foundations, etc., by default, based on the zip code, county or area of the address. 

By Danielle Free | Blog . General & Updates
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Constituent Quick Search

GAIL provides a quick search option for looking up a constituent record by allowing you to search for name or lookup ID. You can also designate which search option populates i.e. constituent search or constituent custom search. Simply expand the lookup menu and choose the desired option.

By Danielle Free | Blog . General & Updates
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Social Media Accounts in GAIL

With the upgrade to 3.0 comes the ability to link a constituent’s social media account(s) as a method of contact.

By Danielle Free | Blog . General & Updates
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Subscribe to RSS Feeds for Prospects of Groups

Please remember that GAIL offers the ability to subscribe to RSS Feeds. These subscriptions are a valuable way to automatically track information on a constituent(s) in GAIL.

By Danielle Free | Blog . General & Updates . Prospect Management
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FY2014 Year-End Maintenance & Upgrades

Wednesday, July 9, 2014, Development and Alumni Relations main IT systems will be taken down for enhancements.  We will be installing new network switches within the Milledge Centre building and will not have connectivity to any of our systems such as ONESolution or GAIL. In addition, the GAIL application will be updated to version 3.0 (previous […]

By Danielle Free | Blog . General & Updates
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Wealth Screens: New Security Roles

Since the introduction of GAIL in July of last year, processes have been put in place to populate the Wealth Screens currently within GAIL for all matched constituents in our database.  

By Danielle Free | Blog . General & Updates . Prospect Management
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Harris Online (Permanent Email Addresses Ending)

Greetings from the UGA Alumni Association, To better serve you, UGA’s Division of Development and Alumni Relations has transitioned to a modern constituent management system designed to streamline alumni outreach efforts and upgrade the previous system, which was more than 18 years old. The new system allows the UGA Alumni Association to improve the management […]

By Danielle Free | Blog
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Job Titles and UGA Departments in GAIL

You can find job titles on the Constituent’s record, under the Relationships tab by clicking on the double green arrows next to the name of their employing company – as seen in the example below:

By Danielle Free | Blog . General & Updates
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Contact Reports: Category vs. Subcategory

Definition of Category & Sub-Category – Within an interaction, the category and subcategory further define the type of contact method that is selected. In terms of prospect management, when entering a contact method of personal visit, a category of prospect management can be chosen with a subcategory of cultivation to further define the visit as […]

By Danielle Free | Blog . Prospect Management
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Attaching Scanned Documents to a Prospect Plan

All documentation pertaining to a plan (proposal, ask, etc.) should be scanned on the documentation tab in the plan, NOT in a step.

By Danielle Free | Blog . Prospect Management
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