Are you someone in charge of making queries for you team? If so, you may want to make use of some new features of the query tool! You can now query members of a specific fundraising team or membership in a recognition program! Check out the instructional guides below to find out how!
When using the “Not one of” filter to exclude constituents from a query, keep in mind that it will require the constituents to have the non-excluded criteria. In other words, it will exclude any constituents that do not fall into the field on which you are filtering.
Did you know you can query on PCI survey data in GAIL? In the “Surveys” node and using the “Category” or “Name” field, you are able to filter for PCI surveys: In the “Responses” node, you can filter for specific questions: Here is an example of how the criteria may look in your query: If […]
Query users, we now have over 11,700 queries in the Information Library, nearly double the number of queries we had at this time last year. Before creating a new query, please remember to check and see if there is an existing query to meet your needs. Additionally, do not create duplicate queries so that you […]
With the recent Blackbaud update, changes were made to the Educational Institution field in query. Going forward, please use the “Educational Institution Record” located in the “Educational Institution” table which is a sub-table within the Education History or Education (Primary) tables. Click ‘Details’ for the step by step instructions on where to find it and […]
Query Builders – There is a new prospect tool that has been added to GAIL recently called LAIT. Linkage—Ability—Interest—Timing (LAIT) The research score known as the LAIT score is one method of tracking prospects by prioritizing fundraising efforts. It assists fundraisers in directing cultivation and solicitation energies toward those individuals or organizations which are most […]
The “Basic Export” that you have likely used in the past to attach to your Marketing Efforts/Packages has recently become corrupted and will not allow you to export your marketing efforts that have this listed as the export to use.
This is for all the Query users out there – if you are running a query that yields more than 500 records, you’ll notice you are not able to view all of them inside GAIL’s query Results box – instead, it will only show you the first 500 records. While you can “trick” the query […]