Click Here to view this article as a PDF.
Author: Joel Kristenson
Last Updated: 2016-05-27
This article walks through the steps to change your default ‘current’ election cycle in your database.
Click on the name of the Committee to open the Committee Record that you want to change your default (current) election for. In my example I only had 1 committee record called ‘Demo Campaign Database – Joel’.
Navigate to the Dates and Elections tab, select your ‘current’, ‘previous’, and ‘next’ election cycles from the drop-downs, and save-and-close to finish. In my example I set by current election to ‘Primary 2018’, set my previous election to ‘General 2016’, and my next election cycle to ‘General 2018’.
That completes the steps. If you don’t find your election in your list you’ll need to add it to your database.
Article: Election Cycles Updates to Contribution Records (en masse)
Article: Add an Election to Your Trail Blazer Database
Article: Setting the Time Zone in your Trail Blazer Database
Article: Polling – How to Setup and Run a Poll – Inside your Trail Blazer Database
Article: How to Setup and Use the Mobile Poll Watching App
Article: Enter Contributions
Article: Add Elections for Contributions
Article: How to Un-Deposit a Contribution (Primarily for Political Customers)
Video: Election Cycles Updates to Contribution Records (en masse)
Video: Getting Started 106b – Entering Contributions (POLITICAL ONLY)
Video: Contribution – Entering Earmarked Contributions
Trail Blazer Live Support
* As a policy we require that you have taken our intro training class before calling or emailing our live support team.
Click here to view our calendar for upcoming classes and events. Feel free to sign up other members on your team for the same training.
* After registering you’ll receive a confirmation email with the instructions for how to log into the GoToMeeting session where we host our live interactive trainings.
* This service is included in your contract.