How to Query Educational Degree Counts
The recent addition of certificates, minors, and areas of emphasis to constituent education records will change the way you will need to set up a query in order to get […]
Minimize Descriptions in Direct Marketing Efforts
To avoid technical issues in the final stage of activating a Direct Marketing Effort, please minimize the descriptions within the effort’s template to no more than two lines.
Best Practices for Entering Interactions on Organization Records
GAIL users, please make sure to enter interactions on Organization records in the Primary record of the search results. To verify the primary record follow the steps below…
Video Tutorial: Revenue & Recognition
Need a refresher on Revenue and Recognition in GAIL? Client Services has developed an instructional video for an overview of the Revenue tab on the constituent page, as well as […]
“Prospects of” Groups Now Include Plan Participants
The various “Prospects of” groups now automatically include as members any plan participants (e.g., spouses, foundation contacts, companies, etc.) that are listed on Development Officer’s active plans.
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!