AD Tech Hot Tips

Now you can access the Development Calendar of Events and Important Dates directly from the BERT home page.

ALICE financials have been loaded for the period ending March 31, 2009.

To learn more about the training classes offered, and to sign up, go to: http://www.yale.edu/training

To disable pop ups please read our helpful pdf guide.

Upload your own list of ID's into BERT to create a savedlist!

Check out the Reference Folder on BERT to learn about Mail Rules, Geo Region Codes, Benefactor Locked out ID list, Designation Listings and much more.(A special thanks to Sharon Shatas for creating this Mail Rules document!)

Locked Prospect Records in BERT & Benefactor: An important reminder about good database etiquette.

• Do not leave any BERT or Benefactor update screens open for a long period of time with data displaying on the screen. Remember to exit the record when you have completed looking up or editing the record.
• Use the inquiry screens in Benefactor or the profile in BERT if you are only looking up information and not doing any data entry.

There is free-text searching in BERT! (pdf)

Don't be fooled by FAKE emails. For more information visit http://yale.edu/its