New constituencies, event reports, and more!

New: Vet Client Constituency

There is now a new constituency in GAIL for clients of the Veterinary Hospital! Remind yourself where to see constituencies and how to add them to new records. 

Gift Report by Site Improvements

We've received notice that the Gift Report by Site wasn't functioning properly. Read about the improvements that have been made to allow you to easily pull multiple reports. 

Solicitor Credit & Recurring Gifts

Development Officers: To be added as a Solicitor on a recurring gift that you solicited, please reach out to your Research & Prospect Management liaison. They have the right GAIL access to make that change!

Event Additional Donations Report

If you want to keep track of all the additional gifts that are being made during event registration, this report is for you!

The Right Way to Exclude Constituents from GAIL Communications

Spoiler: there's only one right way to exclude constituents from future communications. Brush up on how to do that and understand what the other options mean.

Upcoming GAIL Training Classes

Ready to expand your GAIL knowledge? Check out our October class schedule.

Now Scheduling Team Refresher Training

Are there multiple people on your team with GAIL access? We hope so! If it's been more than a year since you first got trained, sign your team up for a refresher training. We are now offering them on all GAIL topics.

 

Want to submit an article for next month's Tips & Tricks?

Contact Emily Clary.

Client Services Communication Specialist

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Development and Alumni Relations

Office of Client Services

 

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