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 […]
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.
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.
A new search tool has very recently been added to the GAIL Constituent Search box. This new item is “Name/Lookup ID” and it became the first search box in the Constituent Search screen. Up until now, the first box was “Last/Org/Group name” please familiarize yourself with this location.
If you are reviewing a Constituent’s record in GAIL and are certain that their Primary Address, or Primary Phone, or Primary Email address are not correct then you’ll want to Edit it so that no mail, calls or emails get delivered to that incorrect contact resource.
This is for all the Query users out there – if you are running a query that yields more than 500 records, you’ll notice you are not able to view all of them inside GAIL’s query Results box – instead, it will only show you the first 500 records. While you can “trick” the query […]
GAIL is a robust database system that houses nearly 600,000 constituent records (people and organizations). These constituents are continuously updated and new ones are added as they become available to us.