Blog

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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Qualtrics Training

Do you frequently create surveys? Do you want to learn how to better analyze your survey results? If so, Client Services is now offering a new training class for the Qualtrics survey program.

By Leslie West | Blog . Front Page . General & Updates
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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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2017 GAIL & Advizor Survey Results: Part 1

Based on feedback from the GAIL and Advizor user survey results, we have published the first set of most common requests for clarification on business processes. 

By David Ornelas | Blog . Front Page . General & Updates
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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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Student Education Records

New student majors and minors are available for all current students. This includes multiple degree listings, 4 minors,  and 3 areas of emphasis. “Completed” certificate information has been updated as of December 2016 on constituent records, as well as multiple degrees with different majors.

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How to Query Educational Degree Counts

The recent addition of certificates, minors, and areas of emphasis to constituent education records will change the way you will need to set up a query in order to get counts based on educational information. With potential for multiple majors, minors, and certificates on a constituent education record, you will need to specify which degree […]

By David Ornelas | Blog . Front Page
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Minimize Descriptions in Direct Marketing Efforts

To avoid technical issues in the final stage of activating a Direct Marketing Effort, please minimize the descriptions within the effort’s template to no more than two lines.

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