Prospect Manager vs. Primary Plan Manager
Do you find yourself asking questions regarding the difference in the Prospect Manager and the Primary Plan Manager? If so, this is for you. Watch this short video to learn […]
Use Maiden Name as Search Criteria in GAIL
Do you find yourself needing to search for a constituent using “maiden name”? If so, this is for you! A new search criteria field has been added that will allow […]
Prospects of Group: Have your prospects given this fiscal year?
Nothing works better than a personal solicitation. OK, that’s not a news flash; just a reminder. As we’re all pushing toward the June 30 finish line, there are many solicitations […]
Deceased Alumni Report
Do you find yourself needing a listing of your deceased alumni? If so, this is the report for you. This new report gives you the ability to generate a list […]
How often is constituent information updated in GAIL?
Do you ever wonder how often or when constituent records and lists are updated in GAIL? If so, read this:
Step and Contact Report Combination
There’s a new shortcut in GAIL that we’re calling the “Add Step and Interaction” button, and it’s for you, Development Officers! Remember how filing a contact report means you have […]
How to Submit a Prospect Research Request
Entering a Request Navigate to the Prospects functional area and select “Add a Prospect Research Request”. Enter your request criteria in the screen that appears. **Use the criteria descriptions noted […]
Individual Constituent Display Name
No more do you have to deal with those pesky empty parentheses following the display name in GAIL! For any constituent who has a nickname indicated, you’ll see that reflected within […]
Prospect Summary Briefing Report
Are you ever asked to provide a complete summary of information for a prospect, donor, event attendee, etc.? A new Prospect Summary Briefing report will allow you to compile this […]
Email Statistics by Date Report
Do you find yourself needing to compare statistics for 2 or more emails? If so, you’re in luck. A new report has been created that will allow you to do […]