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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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GAIL Constituent Search – Name/Lookup ID

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.

By Danielle Free | Blog . General & Updates
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Changing Primary Address Information

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. 

By Danielle Free | Blog . General & Updates
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Query Results With More Than 500 Records

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 […]

By Danielle Free | Blog . Query
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Who and what data information is maintained in GAIL?

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.  

By Danielle Free | Blog . General & Updates
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What is the definition of Annual Giving?

Annual giving includes current academic gifts within a fiscal year cycle that are repeatable in nature (i.e., feasibly renewed and/or increased from year to year) and are not payments made on major pledge commitments.

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