Blog

Jul
25

2016 GAIL & Advizor Survey Results: Part 1

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 […]

By David Ornelas | Blog . Front Page . General & Updates
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Jul
25

Instructional Aides

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!

By David Ornelas | Blog . Front Page
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Jul
25

Video Tutorial: Direct Marketing Efforts

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!

By David Ornelas | Blog . Direct Marketing Efforts . Front Page
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Jul
25

How to Copy a Past Marketing Effort

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.

By David Ornelas | Blog . Direct Marketing Efforts
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Jul
25

GAIL Training Diagram

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 […]

By David Ornelas | Blog . Front Page
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Jun
16

May 2016: New Graduates, Staff, and Deceased

The following data has been or will soon be updated and available in GAIL— May Grads, Employment and Deceased…

By Cindy Bond | Blog . General & Updates
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Jun
13

Development Officer Impact Report

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!

By Cindy Bond | Blog . Prospect Management
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FY16 UGAF Year-End Closing Schedule

Please take a moment to review the fiscal year-end processing deadlines and share with appropriate staff.

By Cindy Bond | Blog . General & Updates
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May
19

Setting Permissions on Queries

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 […]

By David Ornelas | Blog . Front Page
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May
19

Update: Exclusions in Marketing Efforts

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 […]

By David Ornelas | Blog . Direct Marketing Efforts . Front Page
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