The various “Prospects of” groups now automatically include as members any plan participants (e.g., spouses, foundation contacts, companies, etc.) that are listed on Development Officer’s active plans.
Event Managers, a smart query has been created specifically for each of your schools/colleges/units. Please be sure you use only the one with your naming convention (ex: “A&S – Event Attendees”). There is only one smart query per unit so others on your team will also have access to use it. **This process will overwrite […]
Need a handy shortcut to update multiple registrants after they have attended an event? Use the Update event attendance function located in the Tasks menu of the event module!
The Advancement Services team is excited to announce that we are in the final stages of testing a new email editor in GAIL. That’s right, no more toggling between screens full of HTML code and the email mover! We’ve streamlined the entire process and plan to go live on February 7th with BEE!