Finding New Donors and Lapsed Donors

by Joel Kristenson24. September 2020 09:54

Today's tip: learn how to find New Donors This Year and Lapsed Donors.

New Donors This Year: https://www.trailblz.com/kb/?action=view&kb=1359&cat=0&qq=new

Who Gave Last Year But Not This Year: https://www.trailblz.com/kb/?action=view&kb=195&cat=0&qq=lybunt

Save the Search as a Favorite: https://www.trailblz.com/kb/?action=view&kb=204&cat=0&qq=favorite

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Hot Off The Press: Learn How to Access Trail Blazer on your Mac Computers

by Joel Kristenson15. September 2020 08:16

This Knowledge Base tutorial walks through the steps to access your Trail Blazer database on your Mac computers via the free Microsoft Remote Desktop 10 application: https://www.trailblz.com/kb/?action=view&kb=1384&cat=0&qq=mac

It also digs into important configuration steps so that you can import and export between your Mac and Trail Blazer, as well as how to print to both your local printers and as PDF files.

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Take Advantage of Training

by Joel Kristenson10. September 2020 13:12

Has your organization taken advantage of our free training program?  If not, we highly recommend that every person that needs to learn the Trail Blazer software on your team attends our Intro Training Class: https://www.trailblz.com/LearningResources/Events

After you've completed intro training you will have access to ongoing tech support and further training in any topic of your choice.


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New Release of Trail Blazer IQ

by Joel Kristenson17. August 2020 11:24

The latest iteration of the Trail Blazer IQ web app is now available.  Your team can access the login page here: https://trailblazeriq.com/admin/#/workspace

Please contact tech support if you need your workspace name.

Sneak peak:

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We are having phone system problems

by Mark Panger13. August 2020 09:41

Our phone system is experiencing some issues that may take us a while to resolve. If you call and receive a busy signal (which is never supposed to happen), please email us at support@trailblz.com.

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Semi-Retirement For Mark

by Joel Kristenson10. August 2020 10:47

To Our Customers,

Many of you have worked with Mark Panger over his many years with Trail Blazer. Mark announced to us a while ago that as of September 1, he will be moving to half-time. With full retirement coming in several, all too soon, months. Along with this reduction of time will be a shift in his duties.

Mark will be focusing on the behind-the-scenes operations of Trail Blazer and will immediately phase-out of direct customer support. He will help cover phones for many days at lunchtime, but otherwise, his day to day will be supporting the support staff and management at Trail Blazer.

Mark started with Trail Blazer in 2006 after working with an organization that was using Trail Blazer. He liked it so much he joined us! Over the years Mark’s roles have included
· training,

· support,

· data migration,

· sales,

· FEC compliance,

· controller,

· and, of course, lead bottle-washer.

We are delighted that Mark will still be available as a resource to our company and especially our customers. But even more, delighted that he will get to spend more time with his grandkids and his volunteer activities.

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Updates to the Desktop Application (v7.1.7485.17233)

by Joel Kristenson29. June 2020 16:10

In today's release of the desktop version, there are a handful of notable changes:

  • - Deposit Multi-Select items for Deposit: when doing a deposit you can use the normal [Shift] and Control keys to select multiple lines for deposit
  • - Deposit - Filter by Batch Mode: you can now filter by batch mode for a quicker selection of items for deposit
  • - Custom Genders: you can now create your own custom gender types (either by going to the System Manager > Lists area, or from within a contact's record card > Profile tab > Gender drop-down)
  • - NO Thank You Donors: if you create an attribute that starts with the words 'No Thank' you can then filter out those people by default in the Contributions - Thank You Letter List

Please call or email our Support Team to learn how to take advantage of these new upgrades.

To get the latest update:
 https://www.trailblz.com/software/
 

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Pro Tip: Saved Search Favorites on your Mobile Device

by Joel Kristenson23. June 2020 16:44

Are you utilizing the Trail Blazer Mobile Basecamp app to the fullest?  One feature that many of clients like to use is the ability to access saved search favorites for tasks like call lists.  For instance, you may want to reach out to new donors while you're on-the-go.

First, you'll need to create and save a search favorite in your database: https://www.trailblz.com/kb/?action=view&kb=204&cat=0&qq=favorite

That saved search will then become available on the free Mobile Basecamp app via your iPhone or Android device.  Here's an example:

Please contact our Support Team if you need a hand setting this up: 1-866-909-8700

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New Product Demo Video

by Joel Kristenson17. June 2020 09:02

Check out our latest YouTube video: https://www.youtube.com/watch?v=cNbEoNxqGN4

This video provides a comprehensive overview of our Campaign Manager product, so it is primarily for political clients, but there is a lot of good stuff for nonprofit clients as well.

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New Version: Trail Blazer Mobile Basecamp

by Joel Kristenson13. April 2020 09:34

There's a new version of the Trail Blazer Mobile Basecamp app available for download.

iOS: https://apps.apple.com/us/app/trail-blazer-basecamp/id1219460381

Android: https://play.google.com/store/apps/details?id=com.trailblz.basecamp

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Covid-19 Economic Injury Loan for Nonprofits

by Joel Kristenson30. March 2020 11:42
To all of our nonprofit customers that are facing stressful financial situations during the Covid-19 outbreak, we encourage you to look into applying for the government's economic injury loan (grant).  The loan application (it's pretty short on details) can be found here: https://covid19relief.sba.gov/

This short-term loan opportunity (that converts into a grant for nonprofits) can help with your payroll and rent expenses for the next few months.  You can contact your local banking institution to see if they are participating in this program.

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Here to Support You

by Joel Kristenson20. March 2020 16:12



It's a crazy time for our world, to say the least.  With all the uncertainty, we want to reassure you that our team is here to support you with all of your Trail Blazer needs.

Our office hours are still the same (8-5 Central Time M-F) and 24/7 emergency support.  Our team will primarily be working remotely.  Please don't hesitate to call or email us for any support-related questions, to schedule a training, etc.

Be well.

Phone: 1-866-909-8700

Email: support@trailblz.com

Knowledge Base: www.trailblz.com/kb

YouTube Channel: www.youtube.com/trailblazersoftware

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Accessing Trail Blazer Remotely

by Joel Kristenson16. March 2020 09:28

We've received quite a few inquiries on how to access Trail Blazer from home.  The links and tutorials below will help you to get up and running on Mac, PC, smartphone, and tablet.  Please call or email tech support if you need assistance.

Download and login on a PC: https://trailblz.com/kb/?action=view&kb=2&cat=0&qq=pc

Download and login on a Mac: https://trailblz.com/kb/?action=view&kb=255&cat=0&qq=mac

Quick links for downloading on the App Store and Google Play store: https://www.trailblz.com/Download

You can either contact your database admin(s) or tech support if you need your Database Name.

 

 

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Entering Pledges on Mobile Basecamp

by Joel Kristenson10. March 2020 08:49

If you're in the field talking to a prospective donor, you can now enter pledges using the free Mobile Basecamp app.  You can download the app on your iPhone or Android device here: https://www.trailblz.com/Download

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Today's Tip: Using the 'Summary' Function for Reporting

by Joel Kristenson24. February 2020 16:55

Today's tip: you can easily summarize the different columns in your database by clicking on the column header and selecting 'Summarize'. See the two images below for a how-to.

Step 1


Step 2

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Today's Tip: Enabling SCAYT for Spell Checking Emails

by Joel Kristenson18. February 2020 09:18

When working on an email it's useful to make sure your spelling is correct before hitting send (especially for large email campaigns that you're sending from your database).  To enable a spell checker you can follow these steps:

Step 1

Step 2

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Cleaning Up Duplicates

by Joel Kristenson4. February 2020 13:37

Have you cleaned up your duplicate records in a while?  If not, it's a good thing to do on a regular basis, especially if you have a lot of new data being added to your database.  Here's how:

Articles: https://trailblz.com/kb/?action=search&qq=dupe&cat=0&con=0

Video: https://www.youtube.com/watch?v=6Yue7DjNA_8

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Trail Blazer v7 Now Available

by Joel Kristenson27. January 2020 08:37

A new version of Trail Blazer is available for download: https://www.trailblz.com/software/ 

 

You'll need your Database Name the first time you login.  Please contact your database admin or tech support if you need yours.

Note: This is a special download, the first time, going from Version 6 to Version 7 because of some security changes requires a new download.

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Donor Retention Rates

by Joel Kristenson16. January 2020 12:02

Today's tip: learn how to utilize a pre-build dashboard "metric" to track your donor retention rates.  This video shows how: https://www.youtube.com/watch?v=DhECm2BpyF8

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Notice of Server Maintenance Tonight at 11:59 PM CT

by Kevin15. January 2020 09:30

Important: We'll be rebooting our RDP server at 11:59 PM CT tonight.  This reboot should take about 15-30 minutes.  This will affect users running Trail Blazer on a Mac or through a remote desktop connection on a PC.

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Happy 18th Birthday Trail Blazer!

by Joel Kristenson13. January 2020 09:24

Trail Blazer turned 18 years old over the weekend.  We've come a long way since the company's inception back in 2002, and we're looking forward to what's to come!

You can read a brief history here: https://www.trailblz.com/About

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Notice of Server Maintenance Today at 5:00 PM CT

by Joel Kristenson10. January 2020 09:27

Important: We'll be rebooting our RDP server at 5:00 PM CT today.  This reboot should take about 10-15 minutes.  This will affect users running Trail Blazer on a Mac or through a remote desktop connection on a PC.

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Updating your 2020 Cycle / Calendar Year

by Joel Kristenson8. January 2020 11:44

It's that time of year where organizations that run on a calendar year will need to update their default cycle in their database, here's how: https://trailblz.com/kb/?action=view&kb=1358&cat=0&qq=cycle

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Unlimited Users

by Joel Kristenson6. January 2020 08:57

Happy New Year everyone!

To kick off the new decade, we want to make sure that your entire team is setup for success with your Trail Blazer account.  One way to ensure this is to verify that all of your new hires, volunteers, etc., have been setup with their own unique login account, and that they've attended our free introduction training class (offered twice a week).

Setup a New User: https://trailblz.com/kb/?action=view&kb=67&cat=0&qq=user

Signup for Free Introduction Training: https://www.trailblz.com/LearningResources/Events

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Happy New Year

by Joel Kristenson30. December 2019 10:45

Happy New Year everyone.  Thank you for a fantastic year!  We look forward to even better things to come in 2020.

Note: Our office hours will be limited this week.  We'll be closed Tuesday afternoon (12/31) and all day Wednesday (1/1).

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