For speedier input of your Interactions and/or Contact Reports, a new shortcut has been established where you can click to add Interaction from the “Documentation and Interactions” Tile on any constituent record. This will allow you 2 choices: 1) Plan Step w/ Interaction (use this to file a Contact Report for your Plan), or 2) […]
New prompts have recently been added into the Comments section of Contact Reports (and Interactions) when you choose a Contact Method of either “Initial Meeting” or “Return Meeting”.
The Confirmed Assets tab on the Prospect’s constituent page indicates any confirmed (per Target Analytics) publicly available information about the prospect’s real estate, business, stock, and “other” assets. It also includes confirmed wealth indicator and income/compensation information.
Development Officers, ever wanted to see a map using Prospect Mapping in GAIL? GAIL’s Prospect Mapping tool allows you to view Constituent records on a map by single and multiple constituent records. Click here for an instructional guide to create Driving directions. Click here for an instructional guide to search by radius.
A Zillow icon has been added to the address tile of the constituent profile. This saves a “cut and paste” effort for prospect managers when verifying donors’ whereabouts and estimated home values. Once you click on the icon, a new web browser page will open to the corresponding Zillow listing.
Planned Giving attributes have been moved within the attributes folder from the “Prospect Management Attribute” and can now be found under “Planned Gift Info Attribute.” All affected queries have been updated: You can select from the following values: Considering UGA in Estate Plans Not a PG Prospect Planned Giving Showed Interest UGA Already in Estate […]