Prospect Management

Jul
23

Fundraiser Navigation Shortcuts

Several shortcut hyperlinks have been added in GAIL to aid fundraisers and provide quicker navigation between prospects of groups, my fundraiser pages, and constituent records.

By Leslie West | Blog . News . Prospect Management
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Jul
23

Reactivating Members of Your “Prospects of” Group

If you’re a fundraiser, you may have noticed your “Prospects of” group removing constituents from your members tab. When GAIL thinks a constituent is no longer on your radar as […]

By Leslie West | Blog . News . Prospect Management
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Jun
22

2018 GAIL Survey Results: Part 2

Survey says! Part two of the GAIL survey summary is here!   We read through all (yes ALL) of your feedback, suggestions, and questions and have complied a list of […]

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Mar
19

Ideas, Suggestions and Wish List

Do you have any enhancement ideas you’d like to see in GAIL or Advizor? Or you wish it would do ‘x’? If so, we are eager to hear them. While […]

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Mar
16

Prospect Plan Dashboard

A new Plan Dashboard has been added as a new tab inside your Prospect Plans which comes from an idea shared with us from the Law School as something that […]

By Cindy Bond | Blog . News . Prospect Management
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Feb
21

Corporate Info Tab on the Organization Page

The Corporate Info tab on the Organization page has been updated with more details representing subsidiary structures of larger companies. Individual records with identified employee relationships to these organizations provide […]

By David Ornelas | Blog . Prospect Management
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Feb
16

Constituent Timeline Tab

GAIL users, have you noticed the Constituent Timeline tab on the Constituent Page? The timeline currently allows you to show and hide all recognition and interactions related to a constituent. […]

By David Ornelas | Blog . Front Page . Prospect Management
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Jan
22

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 […]

By Cindy Bond | Blog . News . Prospect Management
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Nov
28

NEW! Shortcut for Adding Interactions & Contact Reports

For speedier input of your Interactions and/or Contact Reports, a new shortcut has been established where you can click to add Interaction from the “Documentation and Interactions” Tile on any […]

By Cindy Bond | Blog . News . Prospect Management
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Aug
25

Helpful ‘Comments’ Tips for Contact Reports/Interactions

New prompts have recently been added into the Comments section of Contact Reports (and Interactions) when you choose a Contact Method of either “Initial Meeting” or “Return Meeting”. 

By Cindy Bond | Blog . Front Page . Prospect Management
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