Blog

Constituent Note Report

A new notes report has been created to allow you to search for constituent notes over a time period based on date, note type (Class Note, Awards/Scholarships, Obituaries, etc), note author (mostly GAIL users), and the note source (CRM or via the Web).

By Danielle Free | Blog
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Fundraiser Goals by Fiscal Year

If you’re a development officer and wondering what your goals are for this fiscal year, you’re in luck. Each development officer has (or will have) goals listed in GAIL going forward. 

By Danielle Free | Blog . Prospect Management
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Announcing GAIL 4.0!

You may not be aware of this, but you are currently using the 3.0 version of GAIL, but not for long as we’ll be upgrading to the newest version in just a few short weeks. Continue reading for a full run down of the events that will lead to the upgrade.

By Danielle Free | Blog . General & Updates
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Add Step and Interaction Shortcut

There’s a new shortcut in GAIL that we’re calling the “Add Step and Interaction” button, and it’s for you, Development Officers! Remember how filing a contact report means you have to go into your Prospect Plan and file it there? Well, those days are long gone!

By David Ornelas | Blog . Prospect Management
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Corporate Information Tab for Organization Constituents

Do you need to see information for several organizations in one group? If so, you can now view “Corporate Information” found on the Parent Company’s record. Follow these simple steps:

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What are Primary Businesses?

Where does the Primary Business come from? 

By David Ornelas | Blog . General & Updates
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How to Add or Remove a Spouse

Adding a Spouse (Marriage) Removing a Spouse (Divorce)

By David Ornelas | Blog . General & Updates
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How to Send a Postal Mail Event Invitation

Request your Selection from IT There’s a couple of different ways to make a request with IT. If you’re on the GAIL website (alumni.uga.edu/gail) click the “Request Data” tab and then choose the “Request Data From GAIL” button. From here, you’ll click “Open a New Ticket” and then fill in the required information. Or, if […]

By David Ornelas | Blog . Events Management
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How to Update an Individual’s Contact Information

Below you will find PDF instructional guides on how to update constituent addresses, phone numbers, and emails. Mailing Addresses How to Add a Mailing Address How to Make an Address Primary How to Remove a Mailing Address Phone Numbers How to Add a Phone Number How to Make a Phone Number Primary How to Remove […]

By David Ornelas | Blog
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UGAF – Pledges by Site Report

If you find yourself wishing there was a report that would allow you to easily view pledge information, you’re in luck! The UGAF – Pledges by Site report has two main purposes:

By David Ornelas | Blog . General & Updates
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