Introduction To Trail Blazer (required before all other trainings)
Offered: Tuesday's and Thursdays each week
1. Orientation to the screen
2. Querying records (what rows display)
3. Changing formats (what columns display)
4. Adding new records
5. Contribution data entry (if applicable)
6. Thank You Letters
7. Open questions
Financial Training - Political Part 1 (prerequisite - Introduction to Trail
Blazer)
Offered: Upon request
Required materials - at least the first bank statement, first deposit slips, some
disbursements ready to enter.
1.
Create new payees.
2.
Enter invoices.
3.
Make payments.
4.
Create deposits.
Financial Training - Political Part 2 (prerequisite - Introduction to Trail
Blazer)
Offered: Upon request
Required materials - at least the first bank statement.
Bank reconciliation
FEC Reporting (prerequisite -
Financial Training Parts 1 & 2)
Offered: Upon request
How to create your first FEC report.
How to identify and resolve errors.
Where to store your uploading password.
Field Training - Political
(prerequisite - Introduction to Trail
Blazer)
Offered: Upon request
1. Printing walk lists.
2.
Adding lawn signs to voter record.
3.
Tracking lawn sign request, installation, and removal.
Report Writing - Non Profit
(prerequisite - Introduction to Trail Blazer)
Offered: Upon request
1. Creating and saving customized formats.
2. Using Pivots to summarize data.
Emails and Eblasts - Political or
Nonprofit (prerequisite -
Introduction to Trail Blazer)
Offered: Upon request
1. Creating first eblast.
2. Email template design.
3. Track links.
4. Sizing/adding images.
You may
create a class of your choosing if none of the above meet your particular
needs. Email Mark at
mpanger@trailblz.com for
more information.