Blog

Opportunities Tab in the Prospect Screen

A new tab for Opportunities is now available on the Prospect screen as a second-tier tab. Additional features within the Opportunities sub-tab are the Amount and Total paid columns.

By David Ornelas | Blog . Front Page . Prospect Management
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Requesting Data from GAIL

NOTE: The helpdesk ticketing system in this article may look different as we begin our transition to TeamDynamix. Once this change goes into effect, you will see a notice when you attempt to submit a request through ASKIT. The link provided in that notice will take you to TeamDynamix where you can submit your request. […]

By David Ornelas | Blog . Front Page
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Total LAIT Score now available in “Prospects Of…” Group Listings

Development Officers, a new feature is now available to view your Prospect’s total LAIT score in your portfolio’s group listing.

By David Ornelas | Blog . News . Prospect Management
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Online Payroll Deduction Form

Current UGA employees can now participate online for UGA Foundation giving through payroll deduction.  While existing printed authorization forms are still accepted, the download site has been replaced with a new online interface.  All links to the pdf form now point to the online environment and require a log-in using UGA ID and password for […]

By David Ornelas | Blog . News
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Prospect Management Email Alert Settings

To ensure you’re receiving your prospect management email alerts please take the time to configure your email alert settings from the My fundraiser page.

By David Ornelas | Blog . Front Page . Prospect Management
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Email Statistics

Due to technical issues in GAIL, the Email Statistics and Email Statistics by Date processes have not been functioning properly. However, with the recent system update those issues have been resolved.

By David Ornelas | Blog . Direct Marketing Efforts . Front Page
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Correspondence Process Instructions for Postal Mailings

The defined Correspondence Process is recommended for basic informational postal mailings. For more details in your data output please continue using Direct Marketing Efforts.

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How to Query GAIL Event Invitees

The new CRM 4.0 sp8 patch includes a fix to an issue some users had been experiencing when querying for event invitees.

By David Ornelas | Blog . Query
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GAIL Admissions Data

Information is now available for all incoming freshman as well as parents of freshman.

By David Ornelas | Blog . General & Updates . News
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Transaction Quick Search & Balance Column in Recognition History

Two new features have been added to GAIL: Transaction Quick Search Pledges and Planned Gift Balance column in Recognition History

By David Ornelas | Blog . Front Page
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