Advizor

2017 GAIL & Advizor Survey Results: Part 4

GAIL User Survey Results #7-11 Q7 – What change or enhancement would be most helpful to you with working in the Events module? Q8 – What change or enhancement would be most helpful to you with working in the Direct Marketing Efforts module? Q9 – What change or enhancement would be most helpful to you with Emailing? […]

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2017 GAIL & Advizor Survey Results: Part 2

GAIL User Survey Results – Survey Says! Question #2 in the Survey was “Is there any data you feel should be added and/or maintained in the GAIL System” and we’ve compiled all the user submissions along with responses from our teams.

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Video Tutorial: Advizor Prospect Identification

If you find yourself stuck in Advizor’s Prospect Identification project, then we have an announcement for you. Client Services has developed an instructional video to guide you through navigation, functionality, and several other common features to help you get your data. Stay tuned for more videos!

By David Ornelas | Advizor . Blog . Front Page . Prospect Management
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How to Identify Constituents with Active Plans in Advizor

A new field has been added to the export output in the Constituent filter of this page to let you know if an active plan exists.

By David Ornelas | Advizor . Blog . Front Page . Prospect Management
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October 2016: Scholarship Recipients & Campaign Report Update

GAIL FY 2016 Scholarship recipients are now available in GAIL. Advizor The GAIL and Advizor Campaign Reports have been updated to reflect the official campaign name and sub-campaign names and suffixes .  Users will now see Commit to Georgia rather than Comprehensive Campaign.  And the suffix on the sub-campaigns will be CG rather than CC  (example:  Instruction […]

By David Ornelas | Advizor . Blog . Front Page . General & Updates
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2016 GAIL & Advizor Survey Results: Part 1

2016 GAIL & Advizor User Survey Results – Part 2 Below are more comments and responses from the GAIL & Advizor user survey.

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How much money has your school raised this fiscal year?

Development Officers and Fundraisers! Do you need a quick way to find out how much money your school has raised this fiscal year, or how much has been raised for the Campaign to date?  While this isn’t ‘real time’, you can access this information using the Campaign Report project of Advizor.  Click here for details.

By Cindy Bond | Advizor . Blog . Revenue
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