CRIMSON FEATURE OF THE MONTH
Crimson Feature of the Month: People Profile II
Adrienne | Thu Sep 21, 2023
Welcome back to the Crimson Feature of the Month series on People Profiles. This month, we will delve into three main features included on the People Profile – Timeline, Giving History, and Moves Management.
Crimson Feature of the Month: People Profile Basics
Adrienne | Tue Sep 12, 2023
The People Profile is an integral part of the Crimson platform. For the rest of the year, the Feature of the Blog posts will focus on different aspects of People Profiles each month. In August, we’ll start off the series with People Profile Basics.
Crimson Feature of the Month: Moves Management
Adrienne | Tue Apr 25, 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.
Crimson Feature of the Month: Fundraiser Portfolio
Adrienne | Tue Mar 28, 2023
The Fundraiser Portfolio is a new feature that was recently released in Crimson. It enables your organization to track major donor programs and the progress of individual fundraisers from the conveniences of your home dashboard.
Crimson Feature of the Month: How to Organize Your Data in Crimson
Adrienne | Mon Feb 6, 2023
The beginning of the new year is a great time to review your Crimson data to clean up or organize your Source Codes.
Crimson Feature of the Month: How to Enable Dark Mode
Adrienne | Wed Jan 11, 2023
Last month, new Crimson dashboards and features were rolled out. Included in those new features was the option to toggle between a light and dark background. This easy addition only takes a few seconds to implement.
Crimson Feature of the Month: How to File a Post-General Report
Adrienne | Fri Nov 18, 2022
Did you file a Pre-General Report? You will also need to file a Post-General Report on December 8 that covers the period between October 20 - November 28, 2022.
Crimson Feature of the Month: Tracking 48-Hour Contributions with Email Scheduler
cmdi | Tue Oct 11, 2022
With the start of the 2022 primary season on March 1 in Texas, federal campaigns throughout the U.S. must file 48-Hour Notices for donations over $1,000 between 20 days and 48 hours before a primary or general election.
Crimson Feature of the Month: Mail Merge
Adrienne | Wed Sep 14, 2022
Mail Merge combines the results from Crimson searches with a Microsoft Word template and works with People Search, Money Search, Thank You List Select, Best Efforts, and Exception Codes by taking search results and merging them into customized templates.
Crimson Feature of the Month: Email Integrations
cmdi | Tue Aug 23, 2022
Crimson now integrates with Mailchimp and Constant Contact. This integration authorizes Crimson to push a list of subscribers to either email system using segmentation filters under People Search.
Crimson Feature of the Month: How to Use Mass Append
Adrienne | Tue Jul 19, 2022
The Mass Append tool in Crimson was designed for this purpose. Through this feature, Crimson users can add or update flags, keywords, notes, tasks, and events in bulk to their People Search result records.
Crimson Feature of the Month: Treasury Import
Adrienne | Fri Jun 17, 2022
The Treasury Import feature allows you to import both receipts and expenditures into Crimson.
Crimson Feature of the Month: Moves Management, Part 2
Adrienne | Tue May 17, 2022
One of the newer dashboards added to Crimson, Moves Management visually tracks the process of moving prospective donors through the major giving process.
Crimson Feature of the Month: Moves Management, Part 1
Adrienne | Tue May 17, 2022
One of the newer dashboards added to Crimson, Moves Management visually tracks the process of moving prospective donors through the major giving process.
Crimson Feature of the Month: FEC Report Scheduler
cmdi | Tue Apr 12, 2022
Last week, CMDI released the new FEC Report Scheduler just in time for the next FEC deadline on April 15. In this edition of Crimson Feature of the Month, we’ll walk through detailed directions
Crimson Feature of the Month: Quickbooks Merge in CrimsonFiler
cmdi | Fri Mar 18, 2022
If you use Quickbooks to manage the financial aspects of your campaign or PAC, it only takes a few steps to upload and merge those Excel files into CrimsonFiler. From there, you can use the information to create and file an FEC report.
Crimson Feature of the Month: Using Email Scheduler to Track 48-Hour Contributions
cmdi | Wed Feb 16, 2022
With the start of the 2022 primary season on March 1 in Texas, federal campaigns throughout the U.S. must file 48-Hour Notices for donations over $1,000 between 20 days and 48 hours before a primary or general election.
Crimson Feature of the Month: How to Organize Your Data to Maximize Crimson
cmdi | Tue Jan 18, 2022
The beginning of the new year is a great time to review your Crimson data to clean up or organize your Source Codes.
Feature of the Month: Thank You List Select
cmdi | Wed Nov 3, 2021
Crimson has an easy tool that works with the Mail Merge feature to streamline and simplify this process of thanking your donors.
Crimson Feature of the Month: Crimson Mailbox
cmdi | Fri Oct 1, 2021
The Crimson Mailbox is a new feature that will allow you to connect your email program to People Profiles.
Crimson Feature of the Month: Use Email Scheduler to Suppress Maxed Out Digital Donors
cmdi | Tue Jun 15, 2021
Crimson’s new Email Scheduler can help you automate this process by delivering scheduled reports of donors who have recently maxed out to the campaign. This report can then be provided to the digital team to be suppressed from future solicitations.
Crimson Feature of the Month: Customize People Profiles & Home Dashboard
cmdi | Tue Apr 27, 2021
Earlier this year, CMDI rolled out the ability to re-arrange the Home Dashboard and People Profile according to individual preferences.
Crimson Feature of the Month: Email Scheduler for Searches and Report
cmdi | Wed Mar 24, 2021
With this new tool, Crimson Users can schedule the frequency that Custom Searches and reports run and have the results sent via email. Read below for a quick overview of how to use this new tool for the latest Crimson Feature of the Month.
Crimson Feature of the Month: How to File a Post-General Report
cmdi | Mon Nov 16, 2020
The 2020 election may have been nearly two weeks ago, but campaigns, PACs, and parties still have compliance reports and work to finish. The 2020 cycle has two upcoming FEC filing deadlines – the Post-General Report on Thursday, December 3 and the Year-End Report on January 31, 2021....
Feature of the Month: Email Integrations
cmdi | Thu Aug 27, 2020
Among the new features released this month, Crimson now integrates with Mailchimp and Constant Contact. This integration authorizes Crimson to push a list of subscribers to either email system using segmentation filters under People Search.
Crimson Feature of the Month: How to Use Tasks and Call Sheets
cmdi | Mon Dec 9, 2019
Crimson Tasks help you assign work projects to individual staff members, set a deadline, and track the progress and completion of it through the Crimson dashboard.
Crimson Feature of the Month: Maximizing Pledges
cmdi | Wed Nov 20, 2019
Pledges are a major component of political fundraising, and Crimson features can simplify tracking and managing these donations. Below are instructions for several tools that make reconciling and accounting pledges faster and more accurate....
Crimson Feature of the Month: My Payment Requests
cmdi | Mon Sep 23, 2019
The Payment Requests feature in Crimson is helpful for submitting requests to the financial or treasury departments to pay for a vendor expense, create an expense report, refund the contribution from a donor, or request a contribution be made to another committee. There are two sides to this feature – submitting the Payment Request and Approving, Paying or Rejecting a Payment Request that the financial or accounting teams use. Another post, ...
Crimson Feature of the Month: Payment Requests – Treasury
cmdi | Mon Sep 23, 2019
The Payment Requests tools in Crimson contains two sides – My Payment Requests and Treasury. The My Payment Requests tools enables Crimson users to submit requests for expense reports, vendor payments, donation refunds and contribution requests. This part was covered in ...
Crimson Feature of the Month: Mail Merge
cmdi | Wed Jul 24, 2019
Mail Merge is a new feature in Crimson 3 that helps users combine the results from Crimson searches with a Microsoft Word template. Mail Merge works with People Search, Money Search, Thank You List Select, Best Efforts, and Exception Codes in Crimson by taking search results and merging them into customized templates....
Crimson Feature of the Month: JFC Vetting Tool
cmdi | Thu Jun 6, 2019
Over the last few election cycles, the use of ...
Feature of the Month: Saved & Recent Searches
cmdi | Wed Apr 17, 2019
One of the most exciting features in Crimson is the ability to save searches. This allows you to customize search queries that you run on a regular basis to create your own custom reports.
Crimson Feature of the Month: Radius Search
cmdi | Thu Mar 21, 2019
Have you tried using Radius Search, the brand-new search option in Crimson 3 that allows you to find all your donors within a set vicinity of a specific address? Radius Search is helpful when looking for donors to invite within 25 or 50 miles of an event....
Feature of the Month: How to File a Post-General Report
cmdi | Thu Nov 15, 2018
The Post-General Report for the 2018 cycle is due on December 6 and covers the period from October 18 through November 26. If you filed a Pre-General Report, you will also need to file a Post-General Report.
Crimson Feature of the Month: CrimsonFiler Quickbooks Merge
cmdi | Tue Sep 18, 2018
If you use Quickbooks to manage the finances of your campaign or PAC, you can upload Excel files into CrimsonFiler to convert them....
Feature of the Month: Recurring Gifts in Crimson
cmdi | Fri Aug 24, 2018
Have you read the new CMDI ...
Feature of the Month: Possible Duplicates
cmdi | Tue Jul 17, 2018
Recently, Crimson rolled out a new enhancement to the ...
Feature of the Month: FEC ID Lookup
cmdi | Tue Jun 12, 2018
A new feature in Crimson can help ensure that you have accurate FEC ID numbers while recording donations or submitting FEC reports. When this tool is used, it will also populate many of the profile fields for you, such as organization name and address. The lookup tool relies on the FEC’s API, and displays information from the last filed report date. It also adds the latest Cash on Hand total from the latest FEC filing. This helps you ensure that the information in your Crimson database is accurate and up-to-date....
Feature of the Month: Donate Now
cmdi | Mon Apr 2, 2018
Did you know that you can take donations directly through Crimson? As long as you are processing credit cards through either Crimson or WidgetMakr, you can accept donations through either the ...
Feature of the Month: How to File a 48-Hour Notice
cmdi | Thu Mar 1, 2018
If you are on a federal campaign, you are required to file 48-Hour Reports before election periods, including primaries, run-offs, and general elections....
Feature of the Month: Two CrimsonFiler Shortcuts
cmdi | Mon Jan 29, 2018
With the deadline for Year-end 2017 reports approaching, you might need help completing your filings. Here are two features in CrimsonFiler that can make completing your reports easier and faster – the Best Effort Update and the Sync to Crimson features....
Feature of the Month: Linking Contacts to People Records
cmdi | Tue Nov 28, 2017
Did you know that Crimson has features that help connect how the people in your database know each other? Under People Records, the Contacts section serves as an area to save information about people affiliated with that individual, such as an assistant, co-worker, or family member....
Feature of the Month: How to Add Gift Attachments
cmdi | Wed Sep 20, 2017
Did you read about the new ...
Feature of the Month: How to Find and Flag Over Limit Donors
cmdi | Thu Dec 8, 2016
Following up with donors who have contributed too much to a campaign is becoming increasingly important. With the growth of multi-channel fundraising, it’s now possible for undisclosed donors to make enough repeated gifts and go over FEC limits....
Feature of the Month: Reconcile Accounts with MeS Reports
cmdi | Wed Aug 31, 2016
Reconciling credit card totals can be a challenge for compliance and treasury staff on political campaigns. ...
Feature of the Month: Push Notifications on Crimson
cmdi | Thu Jun 16, 2016
It’s now easier to keep up with your tasks and updates in Crimson when you enable ...
Crimson Feature of the Month: Export by Channel
cmdi | Tue Feb 2, 2016
When you export voter or donor records in Crimson, you can now download a file containing only the contact records that have the information you want....