New help video -- learn how to utilize our powerful search engine to build custom queries: https://www.youtube.com/watch?v=m3xgkhDq0yA
You can subscribe to our YouTube Channel to stay up-to-date on the latest videos that we publish: https://www.youtube.com/c/TrailBlazerSoftware/
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