Blog

Apr
10

Major Gift Impact Report Updates

Development Officers, several changes have been made to the Development Officer Impact Report to provide you with the most accurate and current data for your plans and opportunities. First, the […]

By David Ornelas | Blog . Prospect Management
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Mar
21

Follow-Up Reminders for Prospects That Are Not In A Plan

Fundraisers, follow the steps below to view general interactions that are not attached to plans.

By David Ornelas | Blog . Front Page . Prospect Management
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Mar
19

2017 GAIL & Advizor Survey Results: Part 1

Based on feedback from the GAIL and Advizor user survey results, we have published the first set of most common requests for clarification on business processes. 

By David Ornelas | Blog . Front Page . General & Updates
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Mar
19

Plan Name Column on Interactions 

A new column titled Plan Name has been added to the Interaction record displaying the Prospect Plan’s name and hyperlink.

By David Ornelas | Blog . Front Page . Prospect Management
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Mar
19

Live Alumni Data

Live Alumni is an application that tracks alumni and donor information securely while updating GAIL on a quarterly schedule. Over the last year, this resource has linked over 90,000 LinkedIn […]

By David Ornelas | Blog . Front Page . Prospect Management
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Mar
17

Student Education Records

New student majors and minors are available for all current students. This includes multiple degree listings, 4 minors,  and 3 areas of emphasis. “Completed” certificate information has been updated as of December […]

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Mar
17

How to Query Educational Degree Counts

The recent addition of certificates, minors, and areas of emphasis to constituent education records will change the way you will need to set up a query in order to get […]

By David Ornelas | Blog . Front Page
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Mar
15

Minimize Descriptions in Direct Marketing Efforts

To avoid technical issues in the final stage of activating a Direct Marketing Effort, please minimize the descriptions within the effort’s template to no more than two lines.

By David Ornelas | Blog . Direct Marketing Efforts . Front Page
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Mar
15

ArchPass Duo Requirement

Always working to be security conscious and do what we can to protect our alumni and donor data, beginning March 27, 2017 you will need your UGA MyID AND ArchPass Duo, UGA’s […]

By Leslie West | Blog . General & Updates . News
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Mar
10

Best Practices for Entering Interactions on Organization Records

GAIL users, please make sure to enter interactions on Organization records in the Primary record of the search results. To verify the primary record follow the steps below… 

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