Advanced Search Query Techniques

by Joel Kristenson29. September 2022 08:42

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

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Find donors who gave last year, but not this year

by Joel Kristenson20. September 2022 08:30


Learn how to find donors who gave last year, but not this yearhttps://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


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Find New Donors

by Joel Kristenson6. September 2022 09:17

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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Political Software Review

by Joel Kristenson30. August 2022 12:08

To our political software users, we would like to request that you provide a review of our software on Capterrahttps://reviews.capterra.com/new/55438/29344bf1-ffd2-46d2-b6a0-28c17eac0fad?lang=en

This should only take around 5 minutes, and you will receive a $10 gift card as a thank you.  Your reviews help us to gain exposure on a website that many campaigns use when researching tools to use for their race.

Thank you!

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User Management

by Joel Kristenson23. August 2022 11:37

Every-so-often it's good to take stock of who your active database users are.  There may be some people that you need to set up with their own login account, and old users that no longer need access.  Here's how:


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Tracking the Activity Trail / Session Logs

by Joel Kristenson10. August 2022 09:39

Check 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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Geocoding Address Data for Mapping

by Joel Kristenson14. July 2022 13:41

Learn 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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Filtered Contribution Reports

by Joel Kristenson6. July 2022 09:37

Creating 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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Office Closed for the 4th of July

by Joel Kristenson1. July 2022 08:58

Our office will be close on Monday, July 4th.

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Tidying Up Your Database

by Joel Kristenson16. June 2022 09:28

Does 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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Wealth Screening for Donors and Prospects

by Joel Kristenson25. May 2022 08:10

With 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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New Feature Alert: Merging by Name and Cell Phone Number

by Joel Kristenson5. May 2022 11:39

A 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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Version 7 is Being Retired

by Joel Kristenson19. April 2022 07:43

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.

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Orientation Training (Free)

by Joel Kristenson18. April 2022 08:13

Take 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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Office Closure for Good Friday

by Joel Kristenson14. April 2022 12:32

Our office will be closed tomorrow afternoon (4/15) for Good Friday.

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Updated Help Video - Learn How to Write Contribution Thank You Letters

by Joel Kristenson13. April 2022 07:36

Mark has been hard at work updating our help videos on YouTube.  Check out the latest video on how to write contribution thank you lettershttps://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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New Help Video -- Learn How to Build Custom Search Queries

by Joel Kristenson16. March 2022 08:20

New 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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Building a Default Format

by Joel Kristenson3. March 2022 08:16

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

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Upgrading from Version 7 to Version 8

by Joel Kristenson7. February 2022 08:08

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

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Year End Tax Season

by Joel Kristenson13. January 2022 10:50

For 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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Two Tips: Cycle Updates & Microsoft Word Integration

by Joel Kristenson4. January 2022 13:48

Happy 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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Office Hours for Christmas and New Years

by Joel Kristenson13. December 2021 11:52

Our 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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Wealth Screening with DonorSearch

by Joel Kristenson29. November 2021 09:41

We 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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Office Hours for Thanksgiving

by Joel Kristenson19. November 2021 14:50

Our office will be closed next Thursday and Friday (the 25th & 26th).

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Upgrade Trail Blazer Version 8

by Joel Kristenson25. October 2021 10:13

Trail 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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