Blog

Jun
16

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
DETAIL

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 […]

By Danielle Free | Blog . General & Updates
DETAIL
Jun
16

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 […]

By Danielle Free | Blog . General & Updates . Prospect Management
DETAIL
Jun
09

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 […]

By Danielle Free | Blog
DETAIL
May
19

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 […]

By Danielle Free | Blog . General & Updates
DETAIL
May
18

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 […]

By Danielle Free | Blog . Prospect Management
DETAIL
May
18

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
DETAIL

GAIL Export to Merge Letters, Envelopes or Labels

Do you need to export an excel file to use in Word for Merging letters, envelopes, label, etc.? A sample event invitation will be used for this purpose. Continue reading […]

DETAIL
Mar
31

Marketing Efforts Using the “Basic Export” Definition

The “Basic Export” that you have likely used in the past to attach to your Marketing Efforts/Packages has recently become corrupted and will not allow you to export your marketing […]

By Danielle Free | Blog . Direct Marketing Efforts . Query
DETAIL
Mar
14

Majors Now Appear on the Main Body of a Constituent’s Education Tab

Previously, if you wanted to see someone’s “major”, you would have to drill into the education record and look under “Department”.  With the latest enhancement to GAIL, this has now […]

By Danielle Free | Blog . General & Updates
DETAIL
TOP