Reminders Added to Call Book Report

by Mark Panger1. July 2013 17:38

The Call Book Report will now printed INCOMPLETE reminders in the log notes area of the report.

To run the Call Book Report:

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Keyboard Shortcut to Toggle Open Windows

by Mark Panger28. June 2013 09:31

Someone asked via the comments box: Is there a keyboard shortcut for switching between open windows? 

Yes:   Ctrl-Tab

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Search by Committee ID

by Mark Panger28. June 2013 08:04

Someone asked via the comments box: Can you search for PACs by FEC ID? 

Yes.  It's not a built in search so you will need to use the SQL tab.

Enter the following:

EntityFilerID='Cxxxxxxxx'

Be sure to replace the x's with the Committee ID number.

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Emails Campaigns Open More Quickly

by Mark Panger20. June 2013 10:47

If you were experiencing slow opening of existing email campaigns, today's release corrects that.

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Log Notes Print Again In the Call Book

by Mark Panger7. June 2013 16:16

With today's release we have corrected the problem of Log Notes not printing on the Call Book report found in the File menu of the Voter/Donor Search tool strip.

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Who INCREASED Their Giving Over Last Year?

by Mark Panger3. June 2013 14:22

I got this question from a customer over the weekend:

Is there a report that we can run that will tell us donors who have increased their donations calendar year 2013? We would like to check out increased donations from current donors. Thanks

Kathy

Yes, you can do that.  It will require a few extra steps as outlined here.  In my demonstration database I have 961 donors that gave more in 2012 than in 2011:

 

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New Date Control Can Be Used in your Reporting

by Mark Panger6. May 2013 12:39

Looking for reporting of contributions that roll with the calendar date?  In other words a column named This Year means 2013 when the calendar is 2013 and 2014 when the new year rolls in.  This video will show you how to do this.

 

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Do You Import Data?

by Mark Panger6. May 2013 09:35

A new feature has been added to the import of CSV files. Before you can import the file, you must complete the Pre-Import Check.  More information about this check can be found here.

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Check Out the New Date Controls

by Mark Panger3. May 2013 10:35

 

 Go ahead and give em' a spin.  

 

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CC and BC added to Individual Emails Today

by Mark Panger5. April 2013 15:47

Click the CC button within your email:

   

Click the New button:

    

After a moment or two a familiar search panel appears for you to search to add more recipients. Be sure to use the Include checkboxes to turn OFF:

    

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MN SOS Voter List is Updated

by Mark Panger15. March 2013 15:05

Can you believe it?  It's only taken 4 months for the counties to report their results to the SOS.  There is still one county that has not reported.  Email Tom at tschunk.trailblz.com if you need to know who that is (he loves email, so feel free to email him early and often <g>).  

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What We Just Did Today!

by Mark Panger13. March 2013 14:51

A new version has just been released.

 

Attributes and Pivots
 
- Attribute columns have been added to the Pivot's summable fields.  In the picture below I have totalled my membership levels (Gold, Silver, Bronze) by Gender.
 
 
  

Events

We are still working on the Event system to tighten the bolts on it. These were added today:

  - Duplicate event feature.

  - Deletion of order lines, including tickets

  - Search panel on Product list

 
Walk Lists 

Odd/Even criteria has been added to the address search list.  Useful if you want to pull ONLY those addresses on a particular side of the street. 

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We NEVER Stop Working For You - more changes in the last update

by Mark Panger12. March 2013 10:58

Most of these were direct requests from you.


Misc

- Trail Blazer's YouTube channel can be opened from with the Trail Blazer Help Menu.

- Add Max Household Member count to Create Household dialog. Allows user to decide how big the households may be before separating into single households.

- In walk lists, a page break is caused by either a street name or a precinct code change.  This was causing page breaks in cases where the precinct code was missing.  Trail Blazer was updated to ignore such cases and to consider only non-blank precinct codes when breaking pages.

Events

- Desktop refinements:

  - On the Order-Line tab, the product type control was not being set correctly when the underlying record was an existing record.  Fixed.

  - With the Order-Line tab, the Delete button was activated for merchandise-type orderlines.

  - With the Order tab, you can delete the order when when:

    - the order amount is 0

    - the amount paid is 0

    - the amount open is 0

    - the order line count is 0

    - the ticket count is 0


Financial

- Allowing deposits of contributions, receipts, etc. from committees other than primary committee.

- VA Reporting - Schedule E was over reporting loan information. Corrected.

- Renamed in menu what was a Transferer List from 'Transfers In' to 'Transferers'.

- Enhancements to the Lender/Loan area.

- Deposit List - no longer preloads list.  You must click the Search button.

 

FEC  

- The FEC reporting code will now include a contribution where the absolute value of an individual contribution amount exceeds the itemization threshold.  This assures that in a reattribution situation, both contribution records are included in the report if the reattribution amount is greater than the itemization threshold.

- Added a 'force itemization' checkbox to the voter contribution data entry panel.

 

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Microsoft Will Be Retiring Windows XP

by Mark Panger11. March 2013 14:13

I realize this is probaby known to you and it's still 12 months away.  For some of you it deserves some attention.

On April 08, 2014 Microsoft will no longer provide any support for Windows XP. Of course your machines will continue to operate just fine...  as long as you never need anything more than what you have now... and nothing breaks.

Windows XP was released in August of 2001 and has had a great life. 

What if I don't want to upgrade?

I know, change is hard.  Especially when what you have is working just fine.  Well, it will continue to work just fine... until it doesn't.  Then you will likely be forced into an upgrade that is not on your schedule.

My advice?

Be pro-active.  KNOW that you will be unsupported after 4/8/2014.  Consider setting money aside each month to pay for any upgrades you may need in 2014. Set your expectations.

Good News for Trail Blazer customers.

Trail Blazer recently required a .Net software upgrade of all of our customers.  We are good for several years.  If Trail Blazer is currently running on your PC, it will continue to do so into the foreseeable future.

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Tax Deductible Amounts Can Now Be Entered on Each Contribution

by Mark Panger7. March 2013 09:28

For our nonprofit customers you may now enter a tax deductible amount on each of your contributions.  

You may update prior transactions en mass to back fill your data.  You can select specific types of transactions and then set the tax deductible amount to be equal to donation amount, not deductible at all, or even a percentage of the donation amount.

The tax deductible amount can also be included in your thank you letters.

Learn more.

 

  

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If You Have Downloaded Our Most Recent Version...

by Mark Panger6. March 2013 15:09

...you may notice that attributes are now counted in your lists: 

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Oklahoma Customers:

by Mark Panger15. February 2013 10:02

Our state database for Oklahoma has been refreshed with data as of 1/24/2013.  Look for Voter Update pricing on this page if you are interested in having your database refreshed.  Contact support@trailblz.com for more information.

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From the FEC:

by Mark Panger4. February 2013 11:09

 

You may have received this email today from the FEC:

Dear Treasurer,

As part of its continuing effort to improve customer service while saving taxpayers money, the Federal Election Commission (FEC) is pleased to announce that the Reports Analysis Division (RAD) will begin sending Non-Filer Notifications via e-mail in February 2013.  Non-Filer Notifications are sent when a required Report of Receipts and Disbursements (Forms 3, 3X, 3P), or a Report of Contributions Bundled by Lobbyists/Registrants and Lobbyist/Registrant PACs (Form 3L) has not been received at the FEC.  

 

Once the e-mail process begins, you will no longer receive paper Non-Filer Notifications through the mail, so please ensure that the e-mail address listed on your committee.s Statement of Organization (FEC Form 1) is current and correct. (Please provide no more than two (2) e-mail addresses for your committee.) To update your e-mail address, please file an amended Form 1.

If you would prefer to continue to receive Non-Filer Notifications on paper, please file a miscellaneous document (Form 99 for electronic filers), to indicate this preference.  

 

 

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Today's Version

by Mark Panger24. January 2013 14:08

FEC changes: 

We have eliminated the Ending Cash input box when creating a new FEC report.  The FEC used to warn us when the number input was different from the number computed.  Unbeknownst to us, it has removed that check and could thus cause imbalances in your reporting.

 

Events:

The event system has been enhanced to allow creation of 'orders' from the desktop.  Previously, that could only happen through the web site.  It's brand new as of this morning and has not yet been documented.  Stay tuned.

 

Importing Contributions:

Donor/Voter table User Fields are now supported during a contribution import.

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Event 2013 Has Been Released

by Mark Panger9. January 2013 09:36

Patrick's fingers are worn to the first knuckle but the new Event Management system has been released.  It's still being enhanced, but you many of the tools are available for you to use right now.  The video below will show what the new system looks like as well as teach you how to configure your Event to utilized the new features.

 

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It's Time to Update Your Cycles/Elections

by Mark Panger3. January 2013 11:05

In case you missed it, it's a New Year.

If you are a nonprofit or PAC customer, it's time to update your default Cycles/Elections in Trail Blazer.  It will speed up your contribution and expenditure data entry.

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What's New Today?

by Mark Panger26. December 2012 14:46

 

 

Trail Blazer is releasing a new Event Registration system.  Today's release is getting various parts of the program upgraded to accommodate the new system.  You can preview and experiment with the new pages here.  Feel free to enter information as you please.  When you get to the credit card page, just enter fake credit card info.  The page will accept anything.

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Event Searches Were Enhanced in Today's Release

by Mark Panger20. December 2012 16:37

We added a few items to the search panel for Events.  Until today the only searchable field was the Event Name.

 

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Is today the end of the world?

by Mark Panger20. December 2012 16:26

Or is that tomorrow?  I can never remember.

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New Version Today

by Mark Panger19. December 2012 23:51

We upgraded our SQL server last night.  In so doing it broke Trail Blazer.  We had to put out an emergency release to fix the owie.  As this release was unexpected, I do not have materials ready to discuss the changes we've been working on.  Stay tuned.  This will put us into hyperdrive to get something out soon.  However, if you happen to notice something changed and need more information, feel free to call in.

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