Trail Blazer Knowledge Base:


Home : Using Trail Blazer : How to Display the 'System Generated' Log Notes that are Now 'Suppressed' by Default - 2016 System Enhancement

Knowledge Base







User:

Password:



Article ID: KB331
Keyword Name: Log Notes, Upgrade, Suppressed
Created: July 25, 2016
Viewed: 1170

How to Display the 'System Generated' Log Notes that are Now 'Suppressed' by Default - 2016 System Enhancement




Click Here to view this article as a PDF.






Author: Joel Kristenson

Last Updated: 2016-07-25






Overview


This article walks through the steps to display ‘system generated’ log notes within a contact’s record card.




http://www.us-cert.gov/sites/default/files/images/tip-icon.pngTip: This feature enhancement was added because of a few customers who were getting annoyed of the system generated log notes intermingling with their own hand entered log notes.  If you ever notice something that would greatly improve the software for all other users, we encourage you to add those requests through the Comments Box on our Start Page.








Steps


Navigate to the Contacts (Voters/Donors) list under the Application Menu.



Query for and open the person’s contact record.  I used my own record ‘Joel Kristenson’ for this example.



Navigate to the Logs tab where you’ll find a list of any current ‘hand-entered’ log notes.  My example is below where it currently shows 10 of 134 log notes.



From the tool strip, click on the [Show Suppressed] button to display the rest of the log notes, that are now hidden from view by default.



After the button is clicked *all* the log notes will display.  My example is below.



You can perform many actions at this point such exporting, printing, and deleting the log notes in the grid.  The screenshot below provides details.

















Related Resources


Article: Adding Log Notes, Mass Log Notes & Reminders

Article: Adding Log Types

Article: PayPal Error Codes and Warning Codes

Article: Vanco Response Codes and Error Code Messages

Article: How to Track Volunteer Hours in Trail Blazer, and How to Build a Pivot Report that Summarizes Volunteer’s Hours

Article: Tracking Grants in Trail Blazer – Requested, Denied, Approved, and How to Build a Pivot Summary Report Off the Data

Article: Are you able to print custom issues/groups and/or log entries on walk/call sheets?

Article: Log Notes vs User Fields vs Attributes

Article: SQL Shrinking the Transaction Log

Video: Getting Started 101 – Orientation to the screen

Video: Getting Started 103 – Adding a new record

Video: Getting Started 105 – Queries with an AND condition

Video: Getting Started 102 – Beginning Queries

Video: Getting Started 104 – Queries with wildcards






Trail Blazer Live Support


http://www.somebodysattic.org/images/phone%20icon_lower%20rez.jpg  Phone:  1-866-909-8700

http://sisyphus-js.herokuapp.com/assets/email_icon-0f32f4da45c2822cbb02fb36f9b9429e.png   Email:  support@trailblz.com

   Facebook: https://www.facebook.com/pages/Trail-Blazer-Software/64872951180

   Twitter: https://twitter.com/trailblazersoft



* 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.





Find our more information about Trail Blazer Campaign Services Inc. [click here]


Powered by: ClickCarts KnowledgeBase