Blog

Development Officer Impact Report

Do you need a quick way to check  your status with your asks, visits and interactions?  Good news!  There’s a report that will do just that!

By Cindy Bond | Blog . Prospect Management
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FY16 UGAF Year-End Closing Schedule

Please take a moment to review the fiscal year-end processing deadlines and share with appropriate staff.

By Cindy Bond | Blog . General & Updates
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Setting Permissions on Queries

From time to time, the reporting group may need to check, edit, or help you with queries. In order to do this, it is very important that all users remember to permission all queries so that GAIL users with Query and Report access can edit them.

By David Ornelas | Blog . Front Page
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Update: Exclusions in Marketing Efforts

The recently reported issue of missing Marketing Effort exclusions and solicit codes has been resolved. However, it is still advised to double check your efforts prior to sending them out, and as an added assurance, you can review exclusions in marketing efforts by running a Marketing Exclusions report.

By David Ornelas | Blog . Direct Marketing Efforts . Front Page
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Advizor 6.7 Update and Cheat Sheets

Advizor 6.7 is now live with a new look! Need some help finding your way around?

By David Ornelas | Blog . Front Page
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Acknowledgements – New Prospect Fields

Based on feedback from the Donor Relations teams’ visits across campus focused on Stewardship, new fields have been added to everyone’s Acknowledgements processes to include Prospect Manager and up to 3 Prospect Plan Managers.  These fields were added to the end of everyone’s export definition files in order to avoid interrupting any predefined merges you […]

By Cindy Bond | Blog . Front Page . Revenue
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FY17 Cut-Off for PDF Deposit Transmittal Process

The new online Deposit Transmittal form has been introduced recently and has been adopted by several units already.  This online version is replacing the old .pdf process with a soft cut over early FY17 (July 2016).  If you have not attended training or watched the training videos (here), please sign up for a class or […]

By Cindy Bond | Blog . News . Revenue
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How much money has your school raised this fiscal year?

Development Officers and Fundraisers! Do you need a quick way to find out how much money your school has raised this fiscal year, or how much has been raised for the Campaign to date?  While this isn’t ‘real time’, you can access this information using the Campaign Report project of Advizor.  Click here for details.

By Cindy Bond | Advizor . Blog . Revenue
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