Interactions: Contact Method Dictionary
Taken from Chapter 7 of the Prospect Management Policies & Procedures Guide manual from February 21, 2019. 7 Interactions Interactions serve as a way to transparently track the University’s contact […]
New “Add a proposal” form
There is a new “Add Proposal” form that combines multiple Plan and Opportunity setup actions into one seamless process. The interactive “Add Proposal” form guides users through only the required […]
Research Request Tab: “Requested On” Column
If you’re a fundraiser, the Research Request sub-tab on your constituent profile shows a list of all the research requests you have made. This provides a nice way to keep […]
Editing Opportunities from the Pending Activity Tab
If you’re a fundraiser, the fundraiser tab on your constituent profile houses a great tool: your pending activity page. Here you can see your list of pending plan steps and […]
New “Research” tab on prospect records!
There’s a new “Research” tab on prospect records in GAIL! GAIL has a new “Research” tab which consolidates into one place the information presently appearing in different areas of the […]
Alumni Association to Utilize Prospect Plans
The Alumni Association staff will soon begin to utilize GAIL’s prospect management tools for their engagement plans. You will begin seeing new prospect plans appear possibly on some existing assigned […]
Qualifications Have Moved from Plan Type to Plan Stage
In an effort to streamline and simplify, Prospect Management has disabled the qualification plan type for use going forward and instead will rely on a Qualification step/stage within any gift plan. […]
How to Create a New Plan and Add Steps
If the process of adding steps to a brand new plan seems like a multi-step system, next time try utilizing the steps tab shortcut within your plan screen. This tab allows you […]
Coming Soon: New GAIL Training Classes
Starting in October, the office of Client Services will begin offering two new training classes. These courses will be targeted towards student workers and support staff.
Fundraiser Navigation Shortcuts
Several shortcut hyperlinks have been added in GAIL to aid fundraisers and provide quicker navigation between prospects of groups, my fundraiser pages, and constituent records.