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The Online Deposit Transmittal Form: Things You Should Know

As a reminder to all departments with frequent UGA Foundation activity, the new online deposit transmittal form has been live for several weeks now, and we’ve had positive feedback from our early adopters. If you’d like to begin with your next Foundation deposit, please visit http://dar.uga.edu/deposit. This link is for the production system, so be […]

By David Ornelas | Blog . General & Updates . Prospect Management
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REMINDER: Exclusions in Marketing Efforts

Blackbaud CRM’s latest upgrade contained a glitch which overwrote many exclusion preferences on marketing efforts.  That glitch has been corrected, although activated marketing efforts may now incorrectly appear to have had no exclusions named in the address processing.  When creating new marketing efforts (especially by copying previous jobs), take care to review and replace those […]

By Cindy Bond | Blog . Direct Marketing Efforts
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Now Available! The Online Deposit Transmittal Form

Need to submit a Deposit Transmittal Form? The Online Deposit Transmittal Form is now available!

By David Ornelas | Blog . General & Updates
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Educational Institution in Query

With the recent Blackbaud update, changes were made to the Educational Institution field in query. Going forward, please use the “Educational Institution Record” located in the “Educational Institution” table which is a sub-table within the Education History or Education (Primary) tables. Click ‘Details’ for the step by step instructions on where to find it and […]

By Cindy Bond | Blog . Query
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How to Attach a Funding Proposal to a Prospect Plan

Please remember to attach Funding Proposals to each appropriate Prospect Plan(s).  Also, let’s be sure to limit the size of these files for uploading into GAIL, as GAIL isn’t the repository for hi-resolution documents. Pdf versions (no color) are sufficient.

By David Ornelas | Blog . Prospect Management
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Marketing Effort Automatic Refresh

There are several reports in GAIL that show the progress and success of marketing efforts, these generally rely on the user(s) to manually ‘refresh’ their efforts individually prior to running a Marketing Revenue report (for example).  However, a new nightly process has been added which will refresh these marketing efforts that have recent revenue posted to them, which […]

By Cindy Bond | Blog . Direct Marketing Efforts
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New Echelon Scores in GAIL

Echelon is just ONE wealth indicator (and specifically – this one points to asset liquidity).  Although these variables are currently unverified, it is a way to identify some new constituents in the UGA family for potential giving, primarily while their students are on campus.  Freshman, and some Sophomore, Parent records have been updated to include […]

By Cindy Bond | Blog . Prospect Management . Revenue
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GAIL SP6 Update

Over this past weekend, the latest service pack from Blackbaud (SP6) has been applied to the GAIL system which is slotted to correct and/or enhance a number of our processes.  This should be an ‘invisible’ update for our users, but as always, if you run into any issues, please alert ASKIT@uga.edu and include details.

By Cindy Bond | Blog . General & Updates
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December 2015: New Graduates Upload

The December graduates were loaded into GAIL this past weekend but will not be available for data requests until another week as the Alumni Records office has to edit and update information for each graduate.

By Cindy Bond | Blog . General & Updates
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New Constituent Profile Custom Tiles

Two custom tiles are now available for you to add to a Constituent Profile. The first is the Primary Relationships (Custom) tile, this includes job title and is intended to replace the current Primary Relationships tile if preferred. The second is the Employment History tile which all employment information can be reviewed, added, or edited from the front page.

By David Ornelas | Blog . Front Page . General & Updates
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