Blog

“Prospects of” Groups Now Include Plan Participants

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.

By David Ornelas | Blog . Front Page . Prospect Management
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Event Smart Query for Registered or Attended Constituents

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 […]

By David Ornelas | Blog . Events Management . General & Updates
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Event Smart Queries

As a reminder, contact information has been removed from the Registrants-More Details tab in the event module to eliminate data exports from this area without tagging records with communication codes.

By David Ornelas | Blog . Front Page . General & Updates
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December Graduate Information

December Graduates have been loaded into GAIL. An estimated 2,300 records should be available for data exports by the end of this week.

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Completed Certificate Status

“Completed” status on all completed certificate programs have been updated. Click on the Education tab on a Constituent’s page to view the certificate status.

By David Ornelas | Blog . Front Page . General & Updates
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Updated LinkedIn URL’s

LinkedIn URL’s have been hyperlinked to 58,832 Constituent Records. To access a constituent’s LinkedIn profile from GAIL, click on the LinkedIn Icon located in the Contact Information tile.

By David Ornelas | Blog . Front Page . General & Updates
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Updating Event Attendance for Multiple Registrants

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!

By David Ornelas | Blog . Events Management . Front Page
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Coming Soon: BEE Email Editor

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!

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