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File a Contact Report using GAIL Mobilize

Development Officers, have you used GAIL mobilize to file contact reports using the dictation feature on your mobile device? Follow the instructions below to take advantage of this great feature!

By David Ornelas | Blog . Front Page . Prospect Management
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Smart Fields

GAIL Users, as a reminder, when reviewing data in the Smart Fields tab of the constituent page please know that this information serves as a periodically refreshed snapshot of giving information on a constituent record. If/when you see a “$0” value also keep in mind that this indicates no gifts have been donated to this […]

By David Ornelas | Blog . Front Page . General & Updates . Revenue
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Matching Gift Relationships

In an effort to maximize the potential matching gifts some companies offer, the Gift Accounting, Records Maintenance, and Annual Giving teams have come together to make some changes all users will begin to recognize in GAIL. First, the records team has been working hard to create employee to employer relationships on constituent records over the […]

By David Ornelas | Blog . Front Page
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Acknowledgements: Tributes and Memorials Update

After many months of team efforts and hard work, we have re-worked the GAIL Tributes process making it become a smooth automatic weekly process saving valuable time for the Donor Relations staff in their preparations of communicating gift acknowledgements to all ‘in honor of’ and ‘in memory of’ letter recipients. 

By David Ornelas | Blog . Front Page . Revenue
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Constituent Credit Total Report

Need shortcut to find giving totals for every school/college/unit on a Donor’s constituent page? Use the Constituent Credit Total Report to filter by date, revenue or recognized gift type, and revenue type!

By David Ornelas | Blog . Front Page . Revenue
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New Interaction Subcategory: Meeting Request

Development Officers, a new subcategory has been added to the Add an interaction screen allowing you to formally log a meeting request on your Prospect’s record!

By David Ornelas | Blog . Front Page . Prospect Management
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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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Technical Issues Accessing GAIL in Microsoft Edge

Due to recent Microsoft updates you may experience difficulties accessing GAIL when using the Microsoft Edge browser. Please know we are actively working with the vendor for resolution.  Until this issue is resolved,  please use an alternative browser like Google Chrome, Microsoft Internet Explorer, or Mozilla FireFox.

By David Ornelas | Front Page . General & Updates
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Reminder: Query Access – Update Session

As a reminder to all query users, in order to maintain your query access, all users must attend one query update session per calendar year. Sessions are offered quarterly. Remaining session dates for 2017 are as follows: September 27 – 9:00am to 12:00pm December 4 – 2:00pm to 5:00pm Users who fail to attend a […]

By David Ornelas | Blog . Front Page
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