Version 7 is Being Retired

Important: this is a friendly reminder that if you haven't yet upgraded from version 7 to version 8, you'll want to do so soonVersion 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.

Building a Default Format

Formatting (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

Upgrading from Version 7 to Version 8

Important: 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

Moving Day - Offices Closed Thursday, September 16th

Trail 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

Getting Familiar with Trail Blazer IQ

Over 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.

New Feature Release! Integration with DonorSearch

We are excited to announce our newest feature: integration with DonorSearch.

DonorSearch is a valuable tool that allows you to perform wealth analysis on your donors and prospects.  You can learn more here: https://www.donorsearch.net/our-data/

Here's an example of how a "synced" profile could look on the Trail Blazer IQ web app:



If you already have an active DonorSearch account, you can begin using this today.  If not, you can explore our price options on our Additional Services page: https://www.trailblz.com/Support/AdditionalServices


Here are the instructions for linking your two accountshttps://www.trailblz.com/kb/?action=view&kb=1388&cat=0&qq=donor

User Management Tips

Today's tip has to do with managing who has access to your database.  Each account comes with unlimited user access.  If you need to create new users, this article walks through the steps: https://www.trailblz.com/kb/?action=view&kb=67&cat=0&qq=user

If you need to revoke a user's access, this article shows how: https://www.trailblz.com/kb/?action=view&kb=153&cat=0&qq=revoke

All new users should attend our free orientation training: https://www.trailblz.com/LearningResources/Events

And review our Getting Started video playlist: https://www.youtube.com/playlist?list=PLgwwHL9t2abQXNtpE4Qo2u7FMjKZ3WyvH

Last but not least, these links can be shared with your team for logging in on a PC, Mac, Android device, iOS device, and our new Trail Blazer IQ web app:
- PC Download: https://www.trailblz.com/Software/
- Mac Access: https://www.trailblz.com/kb/?action=view&kb=1384&cat=0&qq=mac
- Trail Blazer IQ web app: https://trailblazeriq.com/admin/#/workspace
- iOS Device: https://apps.apple.com/us/app/trail-blazer-basecamp/id1219460381
- Android Device: https://play.google.com/store/apps/details?id=com.trailblz.basecamp

As always, please lean on our support team if you need a hand: 1-866-909-8700 & support@trailblz.com