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 […]
Fundraiser Task Bar
Development Officers, in an effort to simplify email configurations, these options are now available in the task bar of your constituent profile and the My fundraiser page!
2016 PCI Survey Results Available
The PCI phone and email survey data from the Alumni Directory project has been loaded into GAIL.
Prospects & Plans Filtering Options
Filtering options are available to view prospects with active plans in order of preference by opportunity status, plan stage, and plan type.
Opportunities Tab in the Prospect Screen
A new tab for Opportunities is now available on the Prospect screen as a second-tier tab. Additional features within the Opportunities sub-tab are the Amount and Total paid columns.
Requesting Data from GAIL
NOTE: The helpdesk ticketing system in this article may look different as we begin our transition to TeamDynamix. Once this change goes into effect, you will see a notice when […]
Prospect Management Email Alert Settings
To ensure you’re receiving your prospect management email alerts please take the time to configure your email alert settings from the My fundraiser page.
Email Statistics
Due to technical issues in GAIL, the Email Statistics and Email Statistics by Date processes have not been functioning properly. However, with the recent system update those issues have been resolved.
Correspondence Process Instructions for Postal Mailings
The defined Correspondence Process is recommended for basic informational postal mailings. For more details in your data output please continue using Direct Marketing Efforts.