Prospect Management

Jun
15

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
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Jun
15

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 […]

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Apr
17

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 […]

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Apr
13

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 […]

By David Ornelas | Blog . News . Prospect Management
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Apr
10

Major Gift Impact Report Updates

Development Officers, several changes have been made to the Development Officer Impact Report to provide you with the most accurate and current data for your plans and opportunities. First, the […]

By David Ornelas | Blog . Prospect Management
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Mar
21

Follow-Up Reminders for Prospects That Are Not In A Plan

Fundraisers, follow the steps below to view general interactions that are not attached to plans.

By David Ornelas | Blog . Front Page . Prospect Management
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Mar
19

Plan Name Column on Interactions 

A new column titled Plan Name has been added to the Interaction record displaying the Prospect Plan’s name and hyperlink.

By David Ornelas | Blog . Front Page . Prospect Management
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Mar
19

Live Alumni Data

Live Alumni is an application that tracks alumni and donor information securely while updating GAIL on a quarterly schedule. Over the last year, this resource has linked over 90,000 LinkedIn […]

By David Ornelas | Blog . Front Page . Prospect Management
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Mar
17

Student Education Records

New student majors and minors are available for all current students. This includes multiple degree listings, 4 minors,  and 3 areas of emphasis. “Completed” certificate information has been updated as of December […]

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Mar
10

Best Practices for Entering Interactions on Organization Records

GAIL users, please make sure to enter interactions on Organization records in the Primary record of the search results. To verify the primary record follow the steps below… 

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