New Feature Alert: Export to Excel



In the latest release of the desktop application (v8.4.2326.8) you can export directly to Microsoft Excel.  The system will default to this option.  If you prefer to export to a .CSV file you can select .CSV from the drop-down.

Trail Blazer + Zapier



Trail Blazer now offers a number of 3rd party app integrations via Zapier.  To use this tool, log into your Trail Blazer IQ Workspace (https://trailblazeriq.com/admin/#/workspace) > click the user icon in the top-right > select Settings > select Zapier.  You can then connect your Trail Blazer account your many 3rd party apps, such as DonorBox and PayPal.

Tip: increasing the text size on log notes

If you ever need to increase the text size when reading a log note, you can do this by holding down the CTRL button on your keyboard, and using the scroll wheel on your mouse to zoom in.  The images below show an example.



Trail Blazer IQ Dashboards

Check out some of the new dashboard widgets by logging into your Trail Blazer IQ workspace.

To launch Trail Blazer IQ from within the desktop CRM you will go to Voters / Donors > File > Reporting> Launch Trail Blazer IQ (Mapping).