Prospect Management

UGA Dashboard Tab

Need to find contact, education, employment history, relationships, interactions, current, and previous group memberships all in one place? Check out the new UGA Dashboard to view this as a one page source that you can scroll through.

By David Ornelas | Blog . News . Prospect Management
DETAIL

New Zillow Icon on Constituent Address Tile

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.

By Leslie West | Blog . Front Page . Prospect Management
DETAIL

How to Include the Planned Giving Attribute in a Query

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 […]

DETAIL

Prospect Management Policies and Procedures

The Prospect Management Policies and Procedures manual has been updated as of February 21, 2019. Click on the document below to review or download as a PDF document.

By David Ornelas | Blog . Front Page . Prospect Management
DETAIL

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
DETAIL

Interaction Page Enhancements

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.

By David Ornelas | Prospect Management
DETAIL

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
DETAIL

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? […]

DETAIL

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.

DETAIL

New Wealth Data – System Notifications on Individual Records

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 […]

By David Ornelas | Blog . News . Prospect Management
DETAIL