Thank you to everyone who participated in this year’s GAIL & Advizor User Survey. Your feedback is greatly appreciated. Out of 600+ users, we were fortunate to have 123 users […]
We’ve developed some new instructional aides to guide you through several business processes in GAIL. Click on one of the links below for more information!
Do you ever find yourself stumped on Direct Marketing Efforts? Not to worry, Client Services has developed an instructional video to walk you through the entire process. Stay tuned for more videos!
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.
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 […]
The following data has been or will soon be updated and available in GAIL— May Grads, Employment and Deceased…
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!
Please take a moment to review the fiscal year-end processing deadlines and share with appropriate staff.
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 […]
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 […]