Blog

Subscribe to RSS Feeds for Prospects of Groups

Please remember that GAIL offers the ability to subscribe to RSS Feeds. These subscriptions are a valuable way to automatically track information on a constituent(s) in GAIL.

By Danielle Free | Blog . General & Updates . Prospect Management
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FY2014 Year-End Maintenance & Upgrades

Wednesday, July 9, 2014, Development and Alumni Relations main IT systems will be taken down for enhancements.  We will be installing new network switches within the Milledge Centre building and will not have connectivity to any of our systems such as ONESolution or GAIL. In addition, the GAIL application will be updated to version 3.0 (previous […]

By Danielle Free | Blog . General & Updates
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Wealth Screens: New Security Roles

Since the introduction of GAIL in July of last year, processes have been put in place to populate the Wealth Screens currently within GAIL for all matched constituents in our database.  

By Danielle Free | Blog . General & Updates . Prospect Management
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Harris Online (Permanent Email Addresses Ending)

Greetings from the UGA Alumni Association, To better serve you, UGA’s Division of Development and Alumni Relations has transitioned to a modern constituent management system designed to streamline alumni outreach efforts and upgrade the previous system, which was more than 18 years old. The new system allows the UGA Alumni Association to improve the management […]

By Danielle Free | Blog
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Job Titles and UGA Departments in GAIL

You can find job titles on the Constituent’s record, under the Relationships tab by clicking on the double green arrows next to the name of their employing company – as seen in the example below:

By Danielle Free | Blog . General & Updates
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Contact Reports: Category vs. Subcategory

Definition of Category & Sub-Category – Within an interaction, the category and subcategory further define the type of contact method that is selected. In terms of prospect management, when entering a contact method of personal visit, a category of prospect management can be chosen with a subcategory of cultivation to further define the visit as […]

By Danielle Free | Blog . Prospect Management
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Attaching Scanned Documents to a Prospect Plan

All documentation pertaining to a plan (proposal, ask, etc.) should be scanned on the documentation tab in the plan, NOT in a step.

By Danielle Free | Blog . Prospect Management
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GAIL Export to Merge Letters, Envelopes or Labels

Do you need to export and excel file to use in Word for Merging letters, envelopes, label, etc.? A sample event invitation will be used for this purpose. Continue reading to learn more.   

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Marketing Efforts Using the “Basic Export” Definition

The “Basic Export” that you have likely used in the past to attach to your Marketing Efforts/Packages has recently become corrupted and will not allow you to export your marketing efforts that have this listed as the export to use.  

By Danielle Free | Blog . Direct Marketing Efforts . Query
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Majors Now Appear on the Main Body of a Constituent’s Education Tab

Previously, if you wanted to see someone’s “major”, you would have to drill into the education record and look under “Department”.  With the latest enhancement to GAIL, this has now been added to the Education landing screen so you can see it without having to drill into the education record.

By Danielle Free | Blog . General & Updates
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