Blog

Step and Contact Report Combination

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!

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How to Submit a Prospect Research Request

Entering a Request Navigate to the Prospects functional area and  select “Add a Prospect Research Request”. Enter your request criteria in the screen that appears. **Use the criteria descriptions noted below** My Fundraiser Page status definitions as related to Research Requests Pending = Request has NOT been assigned Assigned = Request has been assigned to […]

By David Ornelas | Blog . Prospect Management
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Using the Email Mover Site

Planning to create an email template in MailChimp and move it into GAIL? You’ll want to make sure you’re hosting the email on a static server. Use ours if you’d like by following the steps below. 

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Individual Constituent Display Name

No more do you have to deal with those pesky empty parentheses following the display name in GAIL! For any constituent who has a nickname indicated, you’ll see that reflected within the parentheses. If there is no nickname, you’ll see only the display name. Also, primary class year is now included in the display name. Years […]

By Danielle Free | Blog . General & Updates
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Prospect Summary Briefing Report

Are you ever asked to provide a complete summary of information for a prospect, donor, event attendee, etc.? A new Prospect Summary Briefing report will allow you to compile this with a few clicks.  

By Danielle Free | Blog . Prospect Management
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Email Statistics by Date Report

Do you find yourself needing to compare statistics for 2 or more emails? If so, you’re in luck. A new report has been created that will allow you to do just this.

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ASCEND to GAIL Conversion Codes

PSA Codes: Attributes PSA Codes: Appeals PSA Codes: Committees PSA Codes: Interactions PSA Codes: Solicit Codes PSA Codes: Events PSA Codes: Funding Interests PSA Codes: Wealth Ratings PSA Codes: Educational Involvement Ascend Codes: Solicitation Preferences Ascend Codes: Mail Preferences

By Leslie West | Blog
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Giving Information Added to the Registrants-More Details Tab

Do you find yourself needing to see giving totals for those individuals/organizations that have registered to attend your event? If so, this is for you! Two new columns have been added to the Registrants – More Details Tab (found within your event in GAIL) for this exact purpose. Continue reading to learn more.

By Danielle Free | Blog . Events Management
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February 2015: Updates from Gift Accounting

1. Silent auction season is here. If a department needs to use our wireless credit card machines for an event, please let Sheila Mason (scmbr28@uga.edu) know as soon as possible so we can get them on the calendar. Devices are limited. 2. It’s tax time. Consolidated receipts for 2014 giving are available upon request. Please […]

By Danielle Free | Blog . General & Updates
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February 2015: New Graduates and Staff Upload

1. December graduates have been loaded into GAIL. We are still working through some additional clean up items due to changes that accompany the new Banner system. 2. HR data (as of February) has been loaded, and the clean up will start as soon as possible. 3. GAIL is NCOA compliant as of this morning […]

By Danielle Free | Blog . General & Updates . News
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