Are you keeping track of who has completed their pledge commitment?

by Mark Panger25. August 2016 09:23

Recently a customer asked me how to determine who has made their final pledge payment within the last 37 days (the choice of 37 was an arbitrary one) AND has no other open pledges?  My first thought was, "Wow!  What a great question!  This fundraiser understands the importance of renewing a donor relationship that is freshly expired."  My next thought, was "Hmmm.....  How do I find them?"

After a few false starts I believe I have the answer.  It has not withstood the test of time, but I'm feeling good about it.

The query text below looks complicated to me too.  The ONLY part you need to focus on is the number 37.  You can change that to any number of days you wish.  If you want to see who made a final pledge payment within the last 60 days, then change the 37 to 60.

You would copy the following text into the SQL tab of your Donor/Voter/Contact/Member list.

 

 ((EXISTS (SELECT CL044006 FROM TB044002 LEFT OUTER JOIN TB044001 ON CL043998=CL044007 

WHERE ((TB044002.CL044008=TB008485.CL005500) AND

((( ISNULL (( SELECT  SUM ( CL044056 ) FROM  TB044002  WHERE ( CL044008 = TB008485.CL005500 )) ,0 )) 

- ( ISNULL (( SELECT  SUM ( CL045932 ) FROM  TB045928  WHERE ( CL045938 = TB008485.CL005500 )) ,0 )) 

- ( ISNULL (( ISNULL (( SELECT  SUM ( CL048923 ) FROM  TB044002  WHERE ( CL044008 = TB008485.CL005500 )) ,0 )) ,0.0 )))= 0 ))   

and TB044002.cl044170 > getdate () -37

))

 
 

  It looks like this when pasted (click the image for a larger view in your full screen browser):

 

Your results will vary.  Save the query as a Favorite and you will not need to repeat these steps.

 

 

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We've been make some subtle and not so subtle changes to the application

by Mark Panger23. August 2016 16:22

When you click on a column heading in a list a menu appears with the following options:

The Sorting options are obvious, I hope.

Summary (thru pivot operation)... can be pretty useful.  Need to know contributions by City?  If you are in the Contribution list, click the City column heading and choose this option.  A dialog comes up that you can further modify or just click OK.

Hide lets you hide the current selected column.  
Undo Last Hide - need I say more? 

Rename - Don't like the columns current name?  Change it here.

NOTE: Hide, Undo Last Hide and Rename are all temporary settings.  To make them permanent, use the Format button to save the format.

Configure - let's you choose which button activates the sort menu.  If you prefer our legacy process of the first click of a column heading sorting in ascending order and second click sorting in descending order this menu item allows you configure that setting.

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Payee user fields can now be renamed with a right mouse click:

by Mark Panger20. July 2016 14:36

 

 

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Do you use the Gallery to store images or documents?

by Mark Panger20. July 2016 14:29

Within the contact record the gallery now supports folders and subfolders for better document organization: 

 

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The Include/Exclude button have been replaced with single checkbox

by Mark Panger20. July 2016 14:22

The Include/Exclude button have been replaced throughout the system by a single checkbox that serves both purposes.  Check it out (pun intended).

 

( Click the image for clearer view)

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Word wrapping can be turned on/off with a single click

by Mark Panger29. June 2016 15:29

If you like word wrapping but would like to switch back and forth, this new button will accomplish that:

 

You can set a default from here: 

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Word wrapping within the list view has been added today

by Mark Panger27. June 2016 14:10

Word wrapping is now a default behavior for certain columns in the list view.

Here's a side by side view of non-word-wrapped and word-wrapped:

(click on pic to open larger view in new window) 

 

You can control which columns are word wrapped from the Format button.

 

 

 

 

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Exciting New Tools to Measure Your Progress

by phanf9. June 2016 11:24

Try Our New Metric Displays!

Trail Blazer has created an exciting new tool called "Metric Displays".  It's a way for you to measure your progress over time.  For example, let's say you wanted to measure your total donations this month compared to last month, or this year versus last year.

The new tool is located in the Application Menu...

 

Once you click on "Metric Displays", you'll see:

To get started, choose "New" and select the columns and the time period groups.  Then you can save it for future use. 

In the coming weeks, the staff at Trail Blazer will be creating some metric displays in our Predefined Folder.  For now, we have just one predefined item.  More to come...

 

 

 

If you select Contributions, you'll see the following display format:

 

View Your Data Two Ways  -- Grid or Chart

One great feature is that you can view your data in grid form or in chart form.  Plus, you can display them together, side-by-side or in an over-under fashion. 

 

Create Separate Windows for Your Data

Metric displays can be created as separate windows as we've shown here.  Best of all, you can paste them on your dashboard.

 

Let Us Know What You'd Like to See Displayed

We currently have several metrics defined, and we expect this number to grow fast over the next several weeks.  If you'd like to measure something and you don't see what you're looking for, let us know.  We'd be glad to help you lay it out. 

If your metric can benefit our other clients, we'll add it as an option.  Even if your metric has value only to your organization, that's fine too. 

In addition, we've provided the ability for our staff to define a metric on the fly without having to publish a new release. Please let us know what you want to see and we'll work to make it happen.  

 

 

 

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Set Attendance setting en masse

by phanf9. June 2016 08:17

A new feature allows you to set the event attendance field en masse rather than having to open each record individually.   Just click on the 'Set attendance' menu item on the Summary page of the event form.

  

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Role filter added to event summary page

by Mark Panger8. June 2016 16:18

We've had the ability to quickly filter the event Summary list using the Response, Financial, and Attendance buttons.  In response to a client request (thank you very much!), we've added the Role button, allowing filtering based upon the participant role.

 

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Too many log notes!

by Mark Panger3. June 2016 13:16

We LOVE log notes.  On average we store about 27 log notes for every current record in our database.  However, a bunch of those log notes are System type.  Combine comment, Sign-Up Comment, etc.

You can suppress them now with this toggle button:

 

 

You can control which log types are suppressed from the System Manager->Lists->Log Types menu.

 

 Open any log type you wish to suppress and check the box:

 

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New Merge Fields Added (Tax Deductible Contribution Table and Pledge Details Table)

by Mark Panger12. February 2016 15:16

(A customer called this morning and chastised me for not updating the Start Page and was tired of looking at the last article for the past 6 weeks.  Thanks for the kick, Rut!)

 

With the most recent release you can now include a table of the tax deductible contributions made by each donor in your year-end tax letters:

 

The name of this new merge field is:  «Tax Deductible Contribution Table Within Date Range».  It's found here in the drop-down list:

 

 

 

 

If you accept pledges where the payments are scheduled over a period of time, you may now include a table of their pledge status:

 

 

The new field is available when writing letters from the Pledges list.  The new field is named: «Pledge Detail Table»  

It's found in the drop down list:

  

 

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Are you a nonprofit on a calendar year cycle? It's time to change your default cycle.

by Mark Panger5. January 2016 10:30

The default cycle impacts your contributions.  It's helpful for them to be assigned to the correct cycle.

This article will show you how to adjust your default cycle and to create a new calendar year if one is needed:  http://www.trailblz.com/kb/?action=view&kb=191&cat=1

 

Have you got a bunch of contributions assigned to the wrong cycle? This article (http://www.trailblz.com/kb/?action=view&kb=212&cat=1) will walk you through changing them all at once.  The article has all political references, but the process is the same.  You will use the links circled in the picture above.

 

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Donor Retention Dashboard Widget Has Arrived

by Mark Panger30. December 2015 15:39

You can see your last 10 years of donor retention in a single graph.  Click the image below to see a Youtube video of how to get your own donor retention dashboard.  An explanation of the calculation can be found here: http://goo.gl/yqAQ4B

The chart can be configured for ANY rolling 10 year history (assuming you have 10 years of donor history).  You also have the option to exclude inkind-only donors from the calculation.

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Cash Flow Statement has been added (mostly political customers)

by Mark Panger10. December 2015 12:06

A new report to show your sources and uses of cash has been added as of this latest release.  It can be run for any date range.

 

Click the image to see a full size view

 

 

The report is available in the Financial menu branch:

  

 

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UPDATE - Is that Tamally or Tarnally?

by Mark Panger3. November 2015 08:47

Everyone's font has now been updated as of 12/5/2015.  You will need to relaunch TB to see the change.

 

Let us know if you would like to have the experimental font.  Click this link to send us an email at support@trailblz.com and just say you want the new font.

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Event ticket items can now be private (not displayed on the web site)

by Mark Panger2. November 2015 15:49

If you are using Trail Blazer's event system for ticketing you may have had the need to be able to hide a ticket item from public view.  In the example below I want to hide the VIP complimentary pass ticket:  

 

When setting up the ticket I need only to set this checkbox: 

 

Your web page will not display the ticket item. 

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Windows 10 fixes the large font issue

by Mark Panger2. October 2015 11:20

Many of our customers have their display setting to show fonts at 125% of "normal".  That has caused an issue in the Trail Blazer application where the attribute check boxes disappear.  This was a problem within the Windows operating system that was near impossible for us to correct without breaking many other things.  Windows 10 has come along and corrected their problem.  Since Windows 10 is a FREE upgrade from Windows 7 or 8, we HIGHLY recommend you make the upgrade.  We would recommend this regardless of the font size issue. 

 

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Would you like to change your password?

by Mark Panger23. September 2015 07:36

 

When we provide credentials to our customers we assign the passwords.  We intentionally create random passwords to make guessing them more difficult.  Of course that also makes for a tough time remember the doggone thing.  If you have security access to your database, you can change your own password.  Click here to see how.  If you do not have security access you can request the change from us or from someone in your organization who does have that level of access.

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Favorites - some of you have saved favorites with no criteria

by Mark Panger4. September 2015 08:54

In hunting down a problem for a customer earlier this week I found the source of the problem to be a saved search "Favorites" that had no criteria.  In effect it was saying to return ALL the records in the list as it had no filters.  

Yikes.  I wondered how many other saved searches had that same issue.  It turns out quite a few!

I have updated all my customers saved searches having this condition to include the following words:  

THIS FAVORITE WAS SAVED WITH NO CRITERIA - CONSIDER DELETING

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We've added a super search for names

by Mark Panger10. August 2015 12:26

With today's release you can now search FirstName, LastName, MiddleName, PriorLastName, and NickName all at the same time:

 

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Giving USA: $328.38 billion donated in 2014

by Mark Panger16. June 2015 15:30

Giving USA has released it's annual report on nonprofit giving for 2014.

 

 

A free summary of the report can be found here.  The full report can be purchased here.

 

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Send Thank You Emails using Mass Email

by Mark Panger27. April 2015 11:01

I've learned that many of our customers are not aware you can use Trail Blazer to send thank you's en masse by email.  You can thank your donor for their most recent donation.

Some of your donors may have a preference for NOT receiving a paper thank you, but instead an email thank you.  The video below will show you how to do this.

 

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Gateway search, fixes to the new financial system, search for allocation funds has been added to the contribution panels.

by Mark Panger27. April 2015 09:06

 

As more and more of you are relying on recurring donations initiated on your donation page (customers using Authorize.net or Vanco only), a means was needed for tracing the transactions back to the merchant gateway.

These column can be added to your format from the contribution list:

CustomerRef          
SettlementDate        
SubscriptionId        
SubscriptionIDString  
TransactionRefInteger
TransactionRefString  

 

The new search panel is shown here:

 

The get-next-check button is now working again in the financial system.

Printing of mailing labels from the contribution list has been corrected to work the INCLUDE column.

Searches for Allocation funds can be done from the contribution search panels.

 

 

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Want to accept checks on your donation page?

by Mark Panger23. April 2015 11:09

If you use Authorize.net or Vanco as your merchant gateway on your donation page, you now have the option of adding payment by check (aka ACH) to your donation page.

  

If Vanco is your merchant gateway, you will need to complete a new application ensuring you only check mark the eCheck option:

 

 

 

Once completed you open your Payment Gateway configuration... 

  ...click the ACH eCheck checkbox and Save and Close.

 

Next you will refresh your website by opening the Website Configuration...

  

 ...and click the link to refresh your web pages.

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