Prospect Management

File a Contact Report using GAIL Mobilize

Development Officers, have you used GAIL mobilize to file contact reports using the dictation feature on your mobile device? Follow the instructions below to take advantage of this great feature!

By David Ornelas | Blog . Front Page . Prospect Management
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Interaction Page Enhancements

Need to search for a specific interaction? No problem! Use the handy filters in the newly added Comments field to search all interactions for a specific keyword. In addition, you now have the ability to choose which columns you want to see on your interactions page.

By David Ornelas | Prospect Management
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New Interaction Subcategory: Meeting Request

Development Officers, a new subcategory has been added to the Add an interaction screen allowing you to formally log a meeting request on your Prospect’s record!

By David Ornelas | Blog . Front Page . Prospect Management
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2017 GAIL & Advizor Survey Results: Part 4

GAIL User Survey Results #7-11 Q7 – What change or enhancement would be most helpful to you with working in the Events module? Q8 – What change or enhancement would be most helpful to you with working in the Direct Marketing Efforts module? Q9 – What change or enhancement would be most helpful to you with Emailing? […]

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2017 GAIL & Advizor Survey Results: Part 2

GAIL User Survey Results – Survey Says! Question #2 in the Survey was “Is there any data you feel should be added and/or maintained in the GAIL System” and we’ve compiled all the user submissions along with responses from our teams.

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New Wealth Data – System Notifications on Individual Records

Development Officers, you may have noticed a few new items and alerts in GAIL as you’ve viewed constituent records.  The Constituent Development team is working with Blackbaud to update our WealthPoint scores on most records in the system.  The notification “feature” is an automatic function in GAIL over which we have little control – so […]

By David Ornelas | Blog . News . Prospect Management
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Major Gift Impact Report Updates

Development Officers, several changes have been made to the Development Officer Impact Report to provide you with the most accurate and current data for your plans and opportunities. First, the report itself has been renamed the Major Gift Impact Report.

By David Ornelas | Blog . Prospect Management
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Follow-Up Reminders for Prospects That Are Not In A Plan

Fundraisers, follow the steps below to view general interactions that are not attached to plans.

By David Ornelas | Blog . Front Page . Prospect Management
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Plan Name Column on Interactions 

A new column titled Plan Name has been added to the Interaction record displaying the Prospect Plan’s name and hyperlink.

By David Ornelas | Blog . Front Page . Prospect Management
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Live Alumni Data

Live Alumni is an application that tracks alumni and donor information securely while updating GAIL on a quarterly schedule. Over the last year, this resource has linked over 90,000 LinkedIn URL’s to constituent records in GAIL, along with primary business and employee relationship listings. With a Live Alumni user account, you will have the ability to […]

By David Ornelas | Blog . Front Page . Prospect Management
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