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.
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 […]
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 […]
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]
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”.