Add Step and Interaction Shortcut
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 […]
Corporate Information Tab for Organization Constituents
Do you need to see information for several organizations in one group? If so, you can now view “Corporate Information” found on the Parent Company’s record. Follow these simple steps:
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 […]
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 […]
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 […]
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 […]
GAIL Reports Glossary
Constituents Constituent Credit Total Report This report provides a summary of a donors giving history by Site, Year and Total Amount. Constituent Profile Report This report offers a variety […]
GAIL Mobilize Instructions
Traveling or off-campus? Take GAIL with you! GAIL gives you the flexibility to access the system anywhere you have an internet connect, providing you’ve connected to UGA’s secure remote VPN […]
Beginners Guide to Corporations & Foundations
GAIL & CFR When we think of the word constituents, we often think of individuals in GAIL. These individuals include alumni, donors, students, etc. But did you know that corporations […]