Blog

Aug
15

GAIL Region Codes

Region Codes are now available that identify which region a Constituent lives and/or works within.  Region Codes are also assigned to Companies, Businesses, Foundations, etc., by default, based on the […]

By Danielle Free | Blog . General & Updates
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Jul
14

Constituent Quick Search

GAIL provides a quick search option for looking up a constituent record by allowing you to search for name or lookup ID. You can also designate which search option populates […]

By Danielle Free | Blog . General & Updates
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Jul
14

Social Media Accounts in GAIL

With the upgrade to 3.0 comes the ability to link a constituent’s social media account(s) as a method of contact.

By Danielle Free | Blog . General & Updates
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Jun
16

Subscribe to RSS Feeds for Prospects of Groups

Please remember that GAIL offers the ability to subscribe to RSS Feeds. These subscriptions are a valuable way to automatically track information on a constituent(s) in GAIL.

By Danielle Free | Blog . General & Updates . Prospect Management
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FY2014 Year-End Maintenance & Upgrades

Wednesday, July 9, 2014, Development and Alumni Relations main IT systems will be taken down for enhancements.  We will be installing new network switches within the Milledge Centre building and will […]

By Danielle Free | Blog . General & Updates
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Jun
16

Wealth Screens: New Security Roles

Since the introduction of GAIL in July of last year, processes have been put in place to populate the Wealth Screens currently within GAIL for all matched constituents in our […]

By Danielle Free | Blog . General & Updates . Prospect Management
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Jun
09

Harris Online (Permanent Email Addresses Ending)

Greetings from the UGA Alumni Association, To better serve you, UGA’s Division of Development and Alumni Relations has transitioned to a modern constituent management system designed to streamline alumni outreach […]

By Danielle Free | Blog
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May
19

Job Titles and UGA Departments in GAIL

You can find job titles on the Constituent’s record, under the Relationships tab by clicking on the double green arrows next to the name of their employing company – as […]

By Danielle Free | Blog . General & Updates
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May
18

Contact Reports: Category vs. Subcategory

Definition of Category & Sub-Category – Within an interaction, the category and subcategory further define the type of contact method that is selected. In terms of prospect management, when entering […]

By Danielle Free | Blog . Prospect Management
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May
18

Attaching Scanned Documents to a Prospect Plan

All documentation pertaining to a plan (proposal, ask, etc.) should be scanned on the documentation tab in the plan, NOT in a step.

By Danielle Free | Blog . Prospect Management
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