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.
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
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.