Guess what we've been working on

 

New Features & System Updates

Prospect Overview Dashboard

Ready. Set. Build!

 

You can now create constituent lists at your own convenience using the prospecting tool. Whether you're planning prospect visits or planning an event, this tool will help get you the data you need.

 

Have questions? AskIT can help! Also, stay tuned to future Tips & Tricks as we plan to highlight other dashboards you may find useful. 

 

Professional Education Portal

The Client Services team will slowly transition to the Professional Education Portal (PEP) for training curricula and registrations. The staged process will begin in February with GAIL 101 - All Users trainings. 

 

For questions about PEP, contact any member of Client Services.  

 

December 2022 Graduate Upload

More than 2,300 December 2022 graduates have been uploaded into GAIL. These records are now available for data exports.

 

If you have any questions regarding this new data upload, contact the Records team.

 

In Case You Missed It

GAIL Access Termination

Please be reminded and informed of the policies for having GAIL access.

 

If you do not login over a 6-month period, your access will be removed.

Links for Buttons in BEE

The issue we discovered that impacts how URLs are handled for Buttons in BEE emails has been temporarily resolved.

 

If you discover the issue in future emails, please contact AskIT.

Training Environment 

We encourage users to test processes in the Training Environment rather than Production.

 

This keeps the system clear of clutter and allows for less deletions. 

 

Client Services News

Please help us in welcoming Grace Williams to the Client Services team as the newest Training and Communications Specialist. Grace will be responsible for leading GAIL trainings and communication efforts, as well as providing support to prospective and existing users. 

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Access, Training & Support

Need to register for a GAIL training? In-person and online class registration options can be found on the GAIL Resources page by clicking the button below.

Register for Training
 

Questions? Contact Us!

Taejah Harper  | Grace Williams   |  AskIT

Office of Client Services | Advancement Services

Development and Alumni Relations

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