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

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.