by Joel Kristenson10. August 2022 09:39Check out this new video by Kevin: https://www.youtube.com/watch?v=vmsv50JvnGg
It will teach you how to see who made changes to certain fields in your database, and how to track the session logs for what work is being done.
Note: this feature requires 'admin' access.
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by Joel Kristenson14. July 2022 13:41Learn how to geocode your address data so that you can visually work with it on a map.
Watch now: https://www.youtube.com/watch?v=lFKzMfqQU94

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by Joel Kristenson6. July 2022 09:37Creating filtered contribution reports is a powerful tool in your database. One example is if you want to see what donors have given year-by-year.
The links below provide a walkthrough on how to go through the steps.
Article: https://www.trailblz.com/kb/?action=view&kb=302&cat=0&qq=filter
Video 1: https://www.youtube.com/watch?v=JAWAtubEcDU
Video 2: https://www.youtube.com/watch?v=DcdB1BKOF7A
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by Joel Kristenson1. July 2022 08:58Our office will be close on Monday, July 4th.

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by Joel Kristenson16. June 2022 09:28Does your database have duplicate contact records? Learn the ins-and-outs of how to find duplicates and clean them up.
Video: https://www.youtube.com/watch?v=6Yue7DjNA_8
Articles: https://www.trailblz.com/kb/?action=search&qq=duplicate&cat=0&con=0

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by Joel Kristenson25. May 2022 08:10With our DonorSearch integration you can now perform valuable wealth analysis on your donors and prospects. DonorSearch draws on information (like previous giving history) and current assets to determine a donor's wealth potential.
Learn more: https://www.trailblz.com/kb/?action=view&kb=1388&cat=0&qq=wealth
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by Joel Kristenson5. May 2022 11:39A new merge option was added in a recent software update. You can now merge duplicate contact records where their name and cell phone number matches. Here's how:


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by Joel Kristenson19. April 2022 07:43Important: this is a friendly reminder that if you haven't yet upgraded from version 7 to version 8, you'll want to do so soon. Version 7 will be retired on 4/30/22.
To see what version you are on, look in the very upper-left of the desktop application. If it starts with a 7, you'll want to go through the steps in this video: https://www.youtube.com/watch?v=TD0DujGGsX0
Note: if the link above doesn't work when you click on it, you can copy and paste it into a browser.
Please contact our support team if you need assistance.
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by Joel Kristenson18. April 2022 08:13Take advantage of our free orientation training in order to get new users up to speed on how to:
- Navigate the application
- Add new contact records
- Enter contributions
- Create and save custom searches and reports (formats)
- Create and save thank you letter templates
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by Joel Kristenson14. April 2022 12:32Our office will be closed tomorrow afternoon (4/15) for Good Friday.
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by Joel Kristenson13. April 2022 07:36Mark has been hard at work updating our help videos on YouTube. Check out the latest video on how to write contribution thank you letters: https://www.youtube.com/watch?v=_O4PXrfBffY
Tip: subscribe to our channel to stay up-to-date as new videos are released.

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by Joel Kristenson16. March 2022 08:20New help video -- learn how to utilize our powerful search engine to build custom queries: https://www.youtube.com/watch?v=m3xgkhDq0yA
You can subscribe to our YouTube Channel to stay up-to-date on the latest videos that we publish: https://www.youtube.com/c/TrailBlazerSoftware/
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by Joel Kristenson3. March 2022 08:16Formatting (reporting) is one of the most important tools in your Trail Blazer CRM. It allows you to quickly analyze data that is important to you. We highly recommend reading through the article and watching the videos below, as they will show you how to save your own *default format* for future use.
Build and Save a Default Format: https://www.trailblz.com/kb/?action=view&kb=272&cat=0&qq=format
Video Playlist - Reporting: https://www.youtube.com/playlist?list=PLgwwHL9t2abT6S0U8ePW8YzXMBgNjC3YM
Please call our support team if you need a hand: 1-866-909-8700
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by Joel Kristenson7. February 2022 08:08Important: if you haven't yet upgraded from version 7 to version 8, you'll want to do so soon. There are many important bug fixes, performance enhancements, and software upgrades that are included in version 8.
To see what version you are on, look in the very upper-left of the application. If it starts with a 7, you'll want to go through the steps in this video: https://www.youtube.com/watch?v=TD0DujGGsX0
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by Joel Kristenson13. January 2022 10:50For our nonprofit customers, it's that time of the year again. The resources below will provide a nice refresher on how to create and send a year-end tax statement.
Video: https://www.youtube.com/watch?v=MUVSUTciwaU
Article: https://www.trailblz.com/kb/?action=view&kb=313&cat=0&qq=tax
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by Joel Kristenson4. January 2022 13:48Happy New Year!
Here are two quick tips:
- Many organizations will need to update your default calendar cycle in the database: https://www.trailblz.com/kb/?action=view&kb=312&cat=0&qq=cycle
- We recently put out an integration with Microsoft Word for mail-merge purposes. This video shows how it works: https://www.youtube.com/watch?v=qhxj0ztvUAc

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by Joel Kristenson13. December 2021 11:52Our offices will be closed Friday afternoon (12/24) and all day Monday (12/27). The same will be true for Friday afternoon (12/31) and Monday (all day) (1/3).

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by Joel Kristenson29. November 2021 09:41We want to remind everyone about our latest software integration with DonorSearch. "DonorSearch gives you actionable insights, giving history and wealth intelligence that connects more people to your cause." Learn more here.
Special Trail Blazer Pricing: https://www.trailblz.com/Support/AdditionalServices
How to link DonorSearch with your Trail Blazer account: https://www.trailblz.com/kb/?action=view&kb=1388&cat=0&qq=donor
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by Joel Kristenson19. November 2021 14:50Our office will be closed next Thursday and Friday (the 25th & 26th).

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by Joel Kristenson25. October 2021 10:13Trail Blazer version 8 is ready for download. This version includes a variety of improvements & bug fixes. Follow the instructions in this video to learn how: https://www.youtube.com/watch?v=TD0DujGGsX0

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by Joel Kristenson20. October 2021 14:01Log notes are used for a variety of important items in the database, such as tracking grants, phone calls, mailings, volunteer hours, and much more. You can add your own custom log types into the drop-down by right-clicking on the drop-down and selecting Add New. Here's an example:



KB tutorial: https://www.trailblz.com/kb/?action=view&kb=79&cat=0&qq=log
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by Joel Kristenson11. October 2021 10:26Trail Blazer IQ provides a variety of useful dashboard reports for your team. The example below allows you to toggle a donation comparison report to see if you've increased or decreased fundraising.

You can view this and more by logging into your workspace: https://trailblazeriq.com/admin/#/workspace
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by Joel Kristenson20. September 2021 09:15
We would like to remind everyone about our latest integration with DonorSearch. DonorSearch provides a wealth of information to help with analyzing a donor or prospect's propensity to give. The setup process is very easy, here's how: https://www.trailblz.com/kb/?action=view&kb=1388&cat=0&qq=donor
We offer some special entry level pricing to test out this service: https://www.trailblz.com/Support/AdditionalServices
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by Kevin13. September 2021 15:22Trail Blazer is moving its offices this Thursday, September 16th.
Our support and sales teams will not be available during the move. All support and sales inquiries will be handled as they are processed on the weekends. We will respond as quickly as possible for all emergency support issues. All other items will be addressed the next business day, Friday, September 17th.
As a reminder, our new mailing address is 5832 Lincoln Dr, Suite 149, Edina, MN 55436
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by Joel Kristenson8. September 2021 08:58Over the last few years we've been working on a new web version of Trail Blazer called "Trail Blazer IQ". We encourage you to begin using this tool.
To launch your "Workspace", open the desktop application and navigate to the "Voters / Donors" List > File > Reporting > Launch TrailBlazerIQ (mapping)...

You will then enter your login credentials, and you can begin testing this new product.

Tip: bookmark the Workspace URL and share it with the rest of your team.
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