Blog

New Stewardship Recipient Tile (Fund Rep)

A new tile has been created that will allow you to see at a glance whether the constituent you’re viewing in GAIL is a Stewardship Recipient of a fund, and will include a scrolling list of all funds they are a Stewardship Recipient for, as applicable.  This constituent information still lives on the Stewardship Recipients […]

By Cindy Bond | Blog . News . Prospect Management
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Changes to Payroll Withholding Recurring Gifts in Query

It was recently brought to our attention that when querying for payroll withholding recurring gift transactions (i.e. the recurring gift itself, not the payments) using Inbound Channel is not capturing all Payroll Withholding recurring gifts. To avoid missing payroll recurring gift transactions, please use transaction type “Recurring Gift” and “Credit Type” under the Credit Card […]

By David Ornelas | Blog . Front Page
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Video Content Block Now Available in BEE!

GAIL users, would you like to add video content to your email templates? Well we’ve got some great news for you, this feature is now available in BEE!

By David Ornelas | Blog . Front Page
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Donation Pages for Event Payments

GAIL Users, please refrain from using donation pages to collect event revenue. Instead, please make sure to set up an appropriate event in GAIL and request an online registration page through AskIT.

By David Ornelas | Blog . Front Page
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Introducing G-Wiz!

GAIL Users, you’ve been to training, followed the instructional guides, and watched the videos. In our continued efforts to enhance the user experience, The Office of Client Services is proud to announce G-Wiz in February 2018!

By David Ornelas | Blog . Direct Marketing Efforts . Front Page
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Pivot Tables in Direct Marketing Efforts

GAIL users, have you noticed the Pivot Table tab added to the Direct Marketing Effort frame? Once your effort has been activated, use this tab to view revenue data through graphs and charts!

By David Ornelas | Blog . Direct Marketing Efforts . Front Page
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2017 Year-End Processing Dates

Please take a moment to review the fiscal year-end processing deadlines and share with appropriate staff.

By David Ornelas | Blog . General & Updates . News
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GAIL Splash Screen Update

GAIL’s landing page (Splash screen) will be updated January 2018. Here’s a sneak preview of those visual changes coming soon…

By David Ornelas | Blog . Front Page . General & Updates
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Using “Not one of” in Query

When using the “Not one of” filter to exclude constituents from a query, keep in mind that it will require the constituents to have the non-excluded criteria. In other words, it will exclude any constituents that do not fall into the field on which you are filtering.

By David Ornelas | Blog . Query
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Horizontal Image Display in BEE

GAIL Users, would you like the option to display images in your email content horizontally while viewed on a mobile device? If so, that option is now available in BEE! As a precaution, the vertical stacking is the most user-friendly and consistent setting for your image display so please use this feature carefully.

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