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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It Can Sometimes Take A While To Change How We Do Things

by Mark Panger29. November 2012 08:16

I had a very productive meeting yesterday with a long time customer.  They had questions about cleaning up their existing data, best practices, and how to fully utilize the existing features of Trail Blazer. The meeting is something I encourage you to do with us.  We can do it over the phone or if you are in the Minneapolis area, come on in.

We started with database hygiene (Their phrase. I can't take credit).  We talked about splitting their couples records into individual records.  We talked about householding their data.  We talked about how to find and remove their duplicates.

Best practices can be different for each customer.  Should I use an attribute or user field?  Generally, there is not a single correct answer.  

If you have been a customer for a long time, you may not be aware of all the enhancements added to Trail Blazer.  In their case they were aware of mass emailing and online donations, but were not using them.  We discussed a plan to move them towards using those features. 

So, like going to your mechanic for a tune-up, it's a good idea to check in with us once in a while and see what you may be missing.  You can't beat the price.  It's free!

 

 

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Do you have a memory like a sieve?

by Mark Panger15. November 2012 09:58
This is a conversation about checklists.

I got this email from a customer this morning:

"I can't tell you how often I've done this: "hurry, hurry - send this eBlast" and then I forget to update the text version!!!!!!!!!!!"

It reminded me of a political campaign I was working on in 2006. 
  We mailed out a postcard that had no contact information printed. On a second mailing we forgot our website.

We immediately instituted a checklist system for ALL outgoing communications (email or printed).  That checklist was followed each and every time. 

Problem solved.

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Attributes, User Fields, and Log Notes… Oh My!

by Mark Panger13. November 2012 13:19

Trail Blazer has the functionality to store data in attributes, user fields or log notes.  But how do you decide?  We've added a white paper to our knowledge base that discusses this subject.

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How do I enable a person to receive test email drafts?

by Mark Panger12. November 2012 13:58

If you regularly send eblasts using Trail Blazer, it's a good idea to have a group of people review those emails PRIOR to sending to the larger list.  They can be anyone you have give access to use your database (users).  This article will show you HOW to enable a user to receive test emails.

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Political Customers - it's time to change your default cycle

by Mark Panger8. November 2012 11:27

Feeling a little empty now that the election battles are over (for most)?

Let's fill that emptiness by thinking ahead to the next election.  In Trail Blazer you need to set your default election cycle to the next election.  

This article (http://www.trailblz.com/kb/?action=view&kb=110&cat=1) will get you there.

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Election day is here -- finally...

by Mark Panger6. November 2012 12:51

It is even possible for you not to know that?

Trail Blazer wishes its political customers the best of luck today.

 

For everyone else, do we need to say it?  Vote!

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Marketing Notions Are Becoming Products

by Mark Panger29. October 2012 16:26

With today's release we are migrating the terminology away from Marketing Notions and towards Products.  The first place you will see this change is in the System Manager window.  Over the next few weeks you will see more references change from Marketing Notions to Products as we enhance our Events and ticketing system.

 

 

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New Look To This Start Page

by Mark Panger25. October 2012 16:32
We are changing the tool we are using to publish to this Start Page. Previously, it was a simple web page that we edited regularly. We have switched to a blog format. We'll be experimenting with this format for awhile to see which style works best for all.

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Today's Release

by Mark Panger25. October 2012 16:27

This was mostly FEC updates to our system.

Our application allows for longer field lengths than does the FEC filing system.  In some cases our program will error out when we attempt to 'overfill' an FEC field with too much data.  We corrected this on Schedule B and on Form 6.

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Care to run Trail Blazer on your iPad or iPhone?

by Mark Panger18. October 2012 16:20
So last night I'm out with an old friend having a ginger ale (yes, really, it was a ginger ale).  He stepped away for a few minutes and being addicted as I am to my email, I checked it.  Sure enough there was a question from a customer about giving her additional access to the database.  After checking with her boss to ensure it was ok, I opened up my 2X Client and connected to the database.  I made the change and exited before my friend returned to the table.

Using the gestures for expanding and contracting the image I was able to easily navigate to make the needed change.  Although not recommended for heavy data entry, it's pretty useful to have full access to all the data in your database.

See this KB article for how to install and configure 2X Client on your iPad or iPhone.  A link to a video is also included.

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Locked Records

by Mark Panger16. October 2012 16:14
 
The following image is JUST an example.  IT IS NOT REAL!!
It's for the article that follows.

Have you ever attempted to open a record and instead you saw a message like the one above? 

What would happen if you and I both opened Susan Abalan's (made up name) record and you set her home phone number to 555-555-1111 and I set her home phone to her cell phone number of 444-444-2222?

Well, whoever saved the record last would win thus removing the first person's changes.  Since that's an unacceptable situation we place a lock on that record when it is opened by any user.  That lock stays in place until the record is closed.

And that's where it gets a little sticky.  Sometimes the records are not closed all the way and the lock remains. This can happen if Trail Blazer stops unexpectedly.  It can happen if you close Trail Blazer without closing all the open voter/donor records. In this case we try to close them, but we don't always succeed.  It can happen during an aborted import.  An internet communication error can also cause a record to remain open.

While writing this today, I took a quick look and found that amongst all our customers about 1200 records that have been open for MORE THAN ONE WEEK.  

We have a tool that lets you see what records are locked, by whom, and when they locked it. That same tool will allow you to unlock them as well.  Be sure to sort by the Date/Time Locked column if you have numerous locked records.

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Advanced Queries

by Mark Panger8. October 2012 15:31
Our Query panels provide you with a lot of power to find nearly everything you want.  Of course there are special purpose queries that look for things in your database the panel does not support.

For instance, you've been adding photos onto voter/donor records.  Now you would like a list of all voters or donors who have a photo attached to their record.

Maybe you would like to find those multi-person households where at least two household members are of a particular party.

How about finding all your new donors this week (30 days, 365 days)?

Over the years I have accumulated a small library of these queries that you can copy and paste into your database.  This article will show you how.  If you have a need for a query you don't see here, let us know.

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Got Mac?

by Mark Panger12. September 2012 15:29
Previously as a Mac owner your only option for running Trail Blazer was to install Windows on your Mac either through virtual machine software like Parallels or by using the Mac OS X's Boot Camp.  For some of our customers this incurred additional expense.

There is now another solution that is FREE for you.  We have purchased a server specifically for our Mac customers.  Using the free Remote Desktop application you can connect your Mac to our server to run Trail Blazer.  If you have Office 2011 on your Mac, Remote Desktop is already installed.

If you want to run Trail Blazer on your Mac (iPad too), email support@trailblz.com to get set up.

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Holy Moly Rocky.  This Is Powerful!

by Mark Panger31. August 2012 14:19

I'm not sure I can adequately describe this with words.  We have made some enhancements to the Format button located in the tool strip just above the query list results.  We have always had columns for Contribution Total, Average, etc.  Now you can filter within those columns by date, committee, cycle, and event.

Click the image below for a larger view:
See the video below for HOW to accomplish this:
Launch external browser and play video.

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Are you using the mobile app to canvass your voters?

by Mark Panger30. August 2012 13:24

Last night we rolled out the re-canvassing feature. When canvassing you can see what the voter's prior responses were. As this all live, if you have multiple people canvassing a neighborhood, they will be able to see what houses have been completed as well as the responses if something needs to be changed.

 

 

(If you are looking really closely, you may notice the address of 4905 look more like 4906 in the image on the left.  It really is 4905, but the compressing of the image has distorted the number.)

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BlogEngine.NET

Another Version!!!

by Mark Panger22. August 2012 13:21

You may have noticed we have put out several new versions this week. I'll give you a little update on that.

We recently upgraded our SQL server from SQL Server 2005 to SQL Server 2012. Daily we discover something new in the behavior of 2012 that is drastically different from 2005. Many of these behaviors are undesirable. We have been experiencing sudden slow-downs in the queries and other areas of the system. These queries have been working flawlessly for nearly 7 years.

As we find these aberrations we spend time figuring out what changed and how to code for it. Since these aberrations affect your use of the database, we are releasing new versions just as quickly as we can fix them. This week we found several.

We hope you are patient with us regarding these new versions and know we are working hard to keep your use of Trail Blazer a constantly pleasant experience.

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Importing of Attributes

by Mark Panger21. August 2012 13:18

Do you run import that contain attributes?

We have upgraded the import process to take full advantage of the attributes ability to store a date and note (value) with each attribute.

This video will take you through it:

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Drop-Downs

by Mark Panger20. August 2012 13:15

Sometimes you would like to be able to enter your data from a drop down list.  We have converted the first six user text fields to drop-down boxes.  The drop-downs work when you have FEWER than 1,000 unique values in those columns. 

 

NOTE:  You must periodically update the table of unique values for the drop-downs to show the correct information.  For users with administrative rights, from the Application Menu select:
       System Manager --> Settings --> Update Unique Search Values (Drop Downs).

This maintenance will clean up ALL the drop downs within the application.

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