by Mark Panger18. October 2013 11:05"The Commission resumed operations on Thursday, October 17, 2013. Accordingly, the Commission will not pursue administrative fines against filers whose reports were due during the federal government shutdown and who failed to file on a timely basis as long as they file their reports by 11:59 p.m. on Friday, October 18, 2013. See 11 CFR 111.35. This deadline applies to both electronic filers and paper filers, including those that file with the Secretary of the Senate.
Staff in the Reports Analysis Division (202/694-1130) and Electronic Filing Office (202/694-1307) will be available to assist filers. "
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by Mark Panger14. October 2013 15:55 | We tightened a whole bunch of nuts and bolts on today's release. If you were getting some errors during specific actions, many of those have been resolved. |
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by Mark Panger3. October 2013 08:38On Tuesday we made some enhancements to the integrity of the data in the Payments section of TB. One of those enhancements caused the Memo tab to have focus when attempting to pay an invoice instead of the Payments tab. This version corrects that.
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by Mark Panger1. October 2013 17:17
You access the name badges from the REPORTS button in the lower right of your screen:

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by Mark Panger1. October 2013 16:55It should run about 50 times faster with today's release. That will save you some time!
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by Mark Panger1. October 2013 16:53A new item was added today. For political customers it will read Voter Relationships.

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by Mark Panger23. September 2013 16:36 Partnership was added to the Payment Methods drop down in the Contributions list:

A feature was added so that from the Household list one can set en masse attributes for all members of the household for all included households in the list.
Audit Count
You can add to the format 3 new columns. Audit Count, Audit First Date and Audit Last Date. The Audit Count column is linkable. You will be able to see the Trail Blazer audit trail for how frequently that record has been updated.
These columns have been added to the following tables:
Address
Contribution
Expenditure
Household
Invoice
Payee
Payer
Voter/Donor
In the picture below, if I click on the 10 in the Audit Count column for Vickie Hull, I will see the following:

This will give me the edit history for this particular person.
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by Mark Panger9. September 2013 16:13We had to make some changes for PAC's the file both federally and non-federally.
Also our non-monetary expenditures were not being given a unique transaction ID. That's corrected.
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by Mark Panger22. August 2013 14:50A SQL Query walks into a bar. In one corner of the bar are two tables. The Query walks up to the tables and asks: - Mind if I join you?
SELECT * FROM [Users]
WHERE [Clue] > 0
No records found.
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by Mark Panger1. August 2013 08:31So, we've had this category in our knowledge base named Best Practices for some time. However, it's been empty. Not any more. Tom has written a few articles and promises more to come. They can be viewed here.
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by Mark Panger25. July 2013 18:06Have you been storing images on your voter/donor records?
To prepare for some future enhancements, the images have been moved to the Gallery tab:

Stay tuned for more.
If you would like to experiment in this area, be aware that a images and documents placed into the System Gallery...

...are available to other parts of the program including Events, other Voter/Donor records, and soon emails.
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by Mark Panger17. July 2013 17:21Would you like to de-active some of them so they won't show up in your dropdown lists?
With our release today you can do that.





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by Mark Panger16. July 2013 16:20Have you ever wanted or tried to delete a saved query from Trail Blazer? It's ah.... quirky. But I've got a video that will show you how to do it!

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by Mark Panger1. July 2013 17:38The 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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by Mark Panger28. June 2013 09:31Someone asked via the comments box: Is there a keyboard shortcut for switching between open windows?
Yes: Ctrl-Tab
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by Mark Panger28. June 2013 08:04Someone 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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by Mark Panger20. June 2013 10:47If you were experiencing slow opening of existing email campaigns, today's release corrects that.
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by Mark Panger7. June 2013 16:16With 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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by Mark Panger3. June 2013 14:22I 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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by Mark Panger6. May 2013 12:39Looking 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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by Mark Panger6. May 2013 09:35A 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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by Mark Panger3. May 2013 10:35
Go ahead and give em' a spin.


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by Mark Panger5. April 2013 15:47Click 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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by Mark Panger15. March 2013 15:05Can 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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by Mark Panger13. March 2013 14:51A 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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