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Article ID: KB191
Keyword Name: Database, Political, Dates, Year, Annual, Election, Setting, Default, Current, Committee, Campaign
Created: May 27, 2016
Viewed: 4435

How to Set your Default 'Current' Election Cycle - (Political Only)





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Author: Joel Kristenson

Last Updated: 2016-05-27






Overview


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.

















Related Resources


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






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