Event Smart Queries
As a reminder, contact information has been removed from the Registrants-More Details tab in the event module to eliminate data exports from this area without tagging records with communication codes.
Completed Certificate Status
“Completed” status on all completed certificate programs have been updated. Click on the Education tab on a Constituent’s page to view the certificate status.
Updated LinkedIn URL’s
LinkedIn URL’s have been hyperlinked to 58,832 Constituent Records. To access a constituent’s LinkedIn profile from GAIL, click on the LinkedIn Icon located in the Contact Information tile.
Updating Event Attendance for Multiple Registrants
Need a handy shortcut to update multiple registrants after they have attended an event? Use the Update event attendance function located in the Tasks menu of the event module!
Updating Event Attendance for Multiple Registrants
Need a handy shortcut to update multiple registrants after they have attended an event? Use the Update event attendance function located in the Tasks menu of the event module!
Coming Soon: BEE Email Editor
The Advancement Services team is excited to announce that we are in the final stages of testing a new email editor in GAIL. That’s right, no more toggling between screens […]
Refunds for Canceled Event Registrations
Event Managers, please ensure not to delete event registrants in the events module, instead mark the registrant status to Will not attend. This will ensure that Gift Accounting can refund the […]
Updating the Package Code for Multiple Segments in a Direct Marketing Effort
When copying a direct marketing effort, please ensure to update the package code (this makes the Source code unique to the new effort) to ensure that all gifts trace to the correct […]
Employment and Corporate Information
Your Advancement Services team has focused on solidifying corporate and employment data in GAIL for the past year. With additional sources for employment data which include the Career Center, LinkedIn, […]
Online Information Tab
Need to know where an online gift came from? The Online Information tab is a great new feature if you want to quickly know where a gift came from on […]