Blog

Glitch Fix: Extra Padding in BEE Email Content

GAIL users, have you noticed a blank space above your email content while previewing it in the Edit email window? Not to worry, your email recipients will not see this in their message – just make sure not to delete it!

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Corporate Info Tab on the Organization Page

The Corporate Info tab on the Organization page has been updated with more details representing subsidiary structures of larger companies. Individual records with identified employee relationships to these organizations provide employee giving, employee counts, and prospect plan activities. Use this tab to view the financial impact.  

By David Ornelas | Blog . Prospect Management
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February 2018 Data Updates

Data Additions to GAIL as of early February are listed below! The Human Resources data has updated 10,525 records December graduates have uploaded 2,519 records New photos have been added to over 16,000 records New email addresses have been added to over 20,000 records LinkedIn URL’s have been added to over 16,000 constituent records Business Relationships have been […]

By David Ornelas | Blog . Front Page
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G-Wiz is Live!

GAIL Users, in our continued efforts to enhance the overall GAIL experience, the Office of Client Services is proud to announce that G-Wiz is live! G-Wiz is a web-based interface that guides users through the marketing effort and event communications process. By answering a few questions, users will be shown specific instructions based on their […]

By David Ornelas | Blog . Direct Marketing Efforts . News
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Constituent Timeline Tab

GAIL users, have you noticed the Constituent Timeline tab on the Constituent Page? The timeline currently allows you to show and hide all recognition and interactions related to a constituent. Advanced filtering and the ability to include communications are planned to be added in the near future.

By David Ornelas | Blog . Front Page . Prospect Management
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New Stewardship Recipient Tile (Fund Rep)

A new tile has been created that will allow you to see at a glance whether the constituent you’re viewing in GAIL is a Stewardship Recipient of a fund, and will include a scrolling list of all funds they are a Stewardship Recipient for, as applicable.  This constituent information still lives on the Stewardship Recipients […]

By Cindy Bond | Blog . News . Prospect Management
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Changes to Payroll Withholding Recurring Gifts in Query

It was recently brought to our attention that when querying for payroll withholding recurring gift transactions (i.e. the recurring gift itself, not the payments) using Inbound Channel is not capturing all Payroll Withholding recurring gifts. To avoid missing payroll recurring gift transactions, please use transaction type “Recurring Gift” and “Credit Type” under the Credit Card […]

By David Ornelas | Blog . Front Page
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Video Content Block Now Available in BEE!

GAIL users, would you like to add video content to your email templates? Well we’ve got some great news for you, this feature is now available in BEE!

By David Ornelas | Blog . Front Page
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Donation Pages for Event Payments

GAIL Users, please refrain from using donation pages to collect event revenue. Instead, please make sure to set up an appropriate event in GAIL and request an online registration page through AskIT.

By David Ornelas | Blog . Front Page
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Introducing G-Wiz!

GAIL Users, you’ve been to training, followed the instructional guides, and watched the videos. In our continued efforts to enhance the user experience, The Office of Client Services is proud to announce G-Wiz in February 2018!

By David Ornelas | Blog . Direct Marketing Efforts . Front Page
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