Crimson Feature of the Month: Moves Management
Adrienne | Mon Oct 02, 2023
Tracking your major gift program can be a challenge. With multiple donors at different points in the giving cycle, it’s easy to forget to follow-up or not meet deadlines. Crimson solves those issues for fundraising teams with our Moves Management tracker. This dashboard visually organizes the process of moving prospective donors through the giving process. Starting with discovery and cultivation through the completed donation, Moves Management helps committees and organizations keep track of how they are reaching these prospects.
Moves Management utilizes familiar features, such as Tasks and Notes. It also incorporates an interactive dashboard that tracks communications, upcoming deadlines, and recent contributions associated with donors or prospects. Once you assign a Move to a People Record, you can move the donor/prospect between life cycle stages, such as Discovery to Completion, with a simple drag-and-drop of your mouse.
Part 1: How to Navigate the Moves Management Dashboard
The Moves Management dashboard can be accessed by clicking on the More section of Crimson’s sidebar menu. The feature has two views, the Dashboard View and the List View.
Dashboard View: Provides a visual layout of every People Record in your Moves Management cycle. Each card provides summary details, such as Tasks assigned for follow-up or past due moves. You can quickly drag-and-drop Moves from one stage to another to note changes and updates as they occur.
List View: Organize all the Moves data in a list format, which also includes a summarized view to help you make quick updates to each donor.
How to use the Dashboard View of Moves Management
1. The Dashboard view shows the People Records and their Moves laid out in columns based on the lifecycle Stages established in People Settings.
Moves Management Header
1. Toggle between the List and Dashboard view.
2. Click on the blue buttons at the top to select which stages you want to display or click on the X in the blue boxes to remove them.
3. Click the blue + to add a new Move.
4. Click the blue funnel to view the full Moves Search filter options available. These enable the user to filter through the current list based on a variety of factors.
5. Quick Search, located in the upper right side of the screen, allows you to quickly find a People Record in the cycle by Name or PID.
6. Click here to edit the names and stages of the Moves stages.
Moves Management Columns
1. Each blue header identifies the stage each record is currently in, the total prospective donations and the number of moves in that stage.
2. Click on each Panel Box to drag-and-drop it into new columns and quickly change the Move’s stage.
Name – Click the donor’s name to view the full moves details, tasks, and notes, by stage.
Proposed/Accepted Amount – The second line displays the proposed Ask or Accepted amount if one exists.
MRC – View the most recent gift amount and date.
Date – The date in the bottom right shows the expected Move completion date.
This icon shows the number of tasks due for this move.
This icon indicates that the Move is past it’s expected completion date and needs attention.
Hover over this button in the top right corner to gain access to additional actions.
Moves Management Cards
1. Add a Task – Add a task to the Record and Move
2. Add a Gift – Add a gift to the Record.
3. Donate Now – Process a Credit Card contribution in Crimson.
Note: Contact Customer Support to find out how to enable this feature if it is not already.
4. Add a Note – Add a note to the Record and Move
How to Use the List View of Moves Management
List view shows the People Records and their Moves laid out in lists per one of the five stages.
1. Toggle between the List and Dashboard view.
2. Click on the blue buttons at the top to select which stages you want to display or click on the X in the blue boxes to remove them.
3. Click to add a new Move.
4. Click to view the full Moves Search filter options available. These enable the user to filter through the current list based on a variety of factors.
5. Quick Search, located in the upper right side of the screen, allows you to quickly find a People Record in the cycle by Name or PID.
6. Click here to edit the names and stages of the Moves stages.
7. Use the options on the bottom right to pull Call Sheets, Exports, or Mail Merge the respective list.
List View Action Options
The List View gives you access to a couple of action items for the Moves.
1. This group of buttons allows you to edit the Move and Donor Profile.
Edit Move – Open to edit
Donor Profile – Open the People Record
Delete – Delete the Move
2. This group of buttons include actions you can take for individual Moves.
Add a Task – Add a task to the Record and Move
Add a Gift – Add a gift to the Record
Donate Now – Process a Credit Card contribution in Crimson. Note: contact Customer Support to find out how to enable this feature.
Add a Note – Add a note to the Record and Move
3. These drop-down options allow you to change the Stage, Plan, and Result of each Move.
Part 2: How to Use Moves Management Features
Moves Management Search
The Quick Search bar, located at the top of the Moves Management Dashboard, utilizes the same filters and Output Fields found throughout Crimson. The Moves Management Search will also generate a list of results with options to export a CSV file of results.
1. To open the filters and output fields, click on the blue filter button. Toggle between the Filters, Output Fields and Results tabs.
2. Several Search filters are designed for Moves Management:
Manager – Manager assigned to the Move.
Stage – What stage in the cycle, such as Discovery or Cultivation.
Plan – The assigned plan such as Major Donor.
Due Date – The date the move is due.
Opened Tasks – Will filter for moves with opens tasks that need to be completed
Next Task Due – Search for moves with Tasks due on a certain date or date range
3. The Results tab of the Moves Management tab provides several options.
a. View the Dashboard or List Views with the search filters applied.
b. Add a new Move.
c. Edit an existing Move.
d. Delete a Move.
e. Export the results to a Excel. Output Fields will help you select what information to export.
Add a Move
1. Add a new Move by clicking on the Add or + button in any of the view covered above – Dashboard, List or Search.
2. Enter the name of a person with an existing People Profile in Crimson to and click on the look-up button. You can also click on the + button to add a new People Profile.
3. A list of donors matching that name will generate. Select the correct donor for which you want to create the Move by clicking on the blue checkmark button.
4. A new form will open for you to fill in details about the Move. When finished, click the Save button on the bottom.
Edit a Move
1. To edit an existing Move, select a People Profile from the Dashboard View, List View or Search.
Dashboard: Click on the donor’s name on the card.
List: Click on the blue edit button.
2. The Move will open, and you can update all details including the Stage, Proposal Amount, Deadline, and Proposal Amount Accepted. Once your changes are made, click on the blue Save button to complete them.
3. Under Edit Move, you can update:
Access the relationships connected to this donor.
Open contact information for the donor.
Note: on a mobile device, you can call a number with one click.
Open call sheets to print or download.
Add attachments of any format type. Uploaded files will also display here.
Click on the Add button to enter a Gift, Process Credit Cards. You can also add an Action, Event, or Pledge.
4. From the bottom of the Edit Moves window, you can also update the donor’s Life Cycle or stage in Moves Management.