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Aug
22

Transaction Quick Search & Balance Column in Recognition History

Two new features have been added to GAIL: Transaction Quick Search Pledges and Planned Gift Balance column in Recognition History

By David Ornelas | Blog . Front Page
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Aug
22

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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Aug
21

Recognition Giving Summary for all Gifts & Pledge Payments

Do you want to see a Donor’s overall impact at a glance? The Recognition Giving Summary for all Gifts & Pledge Payments is now available on the Constituent Profile’s Summary […]

By David Ornelas | Blog . Front Page
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Aug
21

Prospect Management Verification

Development Officers, please make sure to communicate with existing Prospect and Plan Managers prior to establishing a new Plan.

By David Ornelas | Blog . Front Page
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Aug
21

2016 BlackBaud Conference

Each year, Blackbaud hosts a users conference where any customers and users of their products can attend to get information on current products, procedures, enhancements, product direction, network with peer […]

By David Ornelas | Blog . Front Page
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Aug
21

Development Officer/Fundraiser Workshop

Development Officers – this one’s for you!  Client Services is happy to announce that we will be offering 2 fundraising workshops each month. This workshop is for you if you: […]

By David Ornelas | Blog . Front Page
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Jul
25

GAIL Steering Committee Final Decisions

The following items have been decided by majority rule at this month’s GSC meeting: Displayed nickname in merge fields will remain as is It was suggested to copy the ‘First […]

By David Ornelas | Blog . Front Page
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Jul
25

2016 GAIL & Advizor Survey Results: Part 1

Thank you to everyone who participated in this year’s GAIL & Advizor User Survey. Your feedback is greatly appreciated. Out of 600+ users, we were fortunate to have 123 users […]

By David Ornelas | Blog . Front Page . General & Updates
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Jul
25

Instructional Aides

We’ve developed some new instructional aides to guide you through several business processes in GAIL. Click on one of the links below for more information!

By David Ornelas | Blog . Front Page
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Jul
25

Video Tutorial: Direct Marketing Efforts

Do you ever find yourself stumped on Direct Marketing Efforts? Not to worry, Client Services has developed an instructional video to walk you through the entire process. Stay tuned for more videos!

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