Corporate and Foundation Relations Consolidated Giving Report
*Please ensure that a Non-Disclosure Agreement has been signed before sharing information with an individual or vendor outside of GAIL. When sharing data all documents must be sent through the SendFiles […]
My Fundraiser Page
Development Officers have the benefit of a tool called the “My Fundraiser Page” (found on the Prospects Functional Area page, under the Prospect Management section) that allows them to keep […]
Top Campaign Strategy Profile Report
A new report has been created that will be used for Campaign Reporting, mainly by Development Officers (DO).
Corporate Information for Organizations
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:
CDMG – Interactions Report
This is for you, development officers! A new custom report has been created which will allow you to conveniently get a listing of the interactions that you’ve put into the […]
GAIL – A Year in Review
In July of this year, GAIL celebrated its first birthday, and what a year of firsts it has been. We couldn’t have made it to this point without the hard […]
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.
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 […]
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 […]
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.