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Advanced Search Query Techniques

29 September 2022 Joel-Kristenson

Have you ever needed to find a constituent record by special search criteria?  Learn advanced search query techniques to find records by exact name, a partial name, a blank field, etc.  https://www.trailblz.com/kb/?action=view&kb=115&cat=0&qq=wildcard

Find donors who gave last year, but not this year

20 September 2022 Joel-Kristenson


Learn how to find donors who gave last year, but not this year: https://www.youtube.com/watch?v=DhM_PHZzS7s


You can then save this search as a favorite for future use: https://www.trailblz.com/kb/?action=view&kb=204&cat=0&qq=favorite


IMPORTANT NOTICE: RDP (Remote Desktop) Maintenance on Saturday (9/17)

15 September 2022 Kevin

Important: the remote desktop app (primarily for Mac users) will be unavailable this Saturday (9/17) from 8:00 PM CT to 12:00 AM CT (9/18).

Find New Donors

06 September 2022 Joel-Kristenson

Check out our latest help video to learn how to find new donors in your database: https://www.youtube.com/watch?v=GMga6qrDsQY

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