A Zillow icon has been added to the address tile of the constituent profile. This saves a “cut and paste” effort for prospect managers when verifying donors’ whereabouts and estimated home values. Once you click on the icon, a new web browser page will open to the corresponding Zillow listing.
Planned Giving attributes have been moved within the attributes folder from the “Prospect Management Attribute” and can now be found under “Planned Gift Info Attribute.” All affected queries have been updated: You can select from the following values: Considering UGA in Estate Plans Not a PG Prospect Planned Giving Showed Interest UGA Already in Estate […]
Need to search for a specific interaction? No problem! Use the handy filters in the newly added Comments field to search all interactions for a specific keyword. In addition, you now have the ability to choose which columns you want to see on your interactions page.
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? […]
Development Officers, you may have noticed a few new items and alerts in GAIL as you’ve viewed constituent records. The Constituent Development team is working with Blackbaud to update our WealthPoint scores on most records in the system. The notification “feature” is an automatic function in GAIL over which we have little control – so […]