The CMDI Blog

Speed Up Your Crimson People & Money Searches

Posted by on May 12, 2016 in The Blog | 0 comments

Speed Up Your Crimson People & Money Searches

A new enhancement to the Crimson platform dramatically shortens the amount of time it takes to run a People or Money search on large databases, such as party committees or presidential campaigns.

  • A search for $10,000+ gifts made after January 1, 2015 decreased from 41 seconds to 7 seconds.
  • A search for $10,000+ gifts after January 1, 2015 in 17 selected states decreased from 76 seconds to 14 seconds.
  • A search for March 2016 internet donors decreased from 10 seconds to 3 seconds.

In order to speed up these queries under People Search, the default for “Sort Order” was changed. When Sort Order is selected, it takes the search much longer to complete. Now, if you want this option enabled, you have to click on the blue icon at the top of the page.

PeopleSearch_sort_order_500x76

 

A menu will appear where you can drag-and-drop the order of the fields for Search, Export and Print options.

PeopleSearch_sort_order_options

 

 

Even More New Crimson Features

Posted by on May 6, 2016 in Featured, Product News, Products and Services, The Blog | 0 comments

Even More New Crimson Features

We're excited to announce even more new Crimson features and improvements that are rolling out. If you have questions, please contact the Crimson Support Team at crimsonsupport@cmdi.com

Notifications for New, Changed & Completed Tasks

Notifications for New, Changed & Completed Tasks

Stay on top of your Tasks in Crimson with the new notification feature! When a task is added, updated, or completed, Crimson will send a notifications to all the users involved – Scheduler, Assignee, or whoever completed it.

Crimson will also monitor deadlines and send each assignee a list of the Tasks that are due every day.

 
 

Recalculate the Data on Your Fundraising Dashboard

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Want to re-set your fundraising dashboard? Now, you have the option to refresh the data reflected on your Crimson dashboard with the recalculate fundraising dashboard button under the System Page menu.

Recalculate the Data on Your Fundraising Dashboard
 
 
Improved Import Matching Logic

Improved Import Matching Logic

We’ve improved the matching logic when loading and importing data into Crimson to further reduce duplicate people records in the database.

 
 
Coming Soon: Push Notifications in CrimsonMobile

Coming Soon! Push Notifications to CrimsonMobile

Soon, you'll have the option to turn on push notifications in CrimsonMobile that will send Task notifications to your smartphone as well as your Crimson account.

Once you download the app in either the iTunes App Store or Google Play, you’ll be able to turn this feature on under user settings. You will also be able to receive notifications via email. Go to My Account in Crimson to opt into this feature.

Next Crimson Webinars on May 11

Posted by on May 4, 2016 in The Blog, Webinars | 0 comments

Next Crimson Webinars on May 11

RSVP to join our latest monthly Crimson Webinars, hosted by our Senior Support Staff next Wednesday, May 11! Choose to attend one or both of the sessions covering Crimson Treasury Features and a General Overview of Crimson.

Crimson Webinars May 2016 | CMDI.com

 

Crimson Treasury Features (Wednesday at 11 a.m. EDT)

  • A general overview of Crimson’s Treasury features including Expenditures, Other Receipts, Invoices, Check Payments, and Reconciliation tools

Crimson General Overview (Wednesday at 2 p.m. EDT)

  • A general overview: People Search, Data Entry, Reports, and more
  • Newest features: Recalculate Dashboard button, DOB settings, Advanced Export by Channel, and Tool tips

Please RSVP to receive your calendar invite and webinar information.

 

Crimson Feature of the Month: Search by Birthday

Posted by on Apr 12, 2016 in The Blog | 0 comments

Crimson Feature of the Month: Search by Birthday

 

Crimson Feature of the Month

 

A new feature under Crimson’s People Search allows you to search by an individual’s birthday. This is helpful for recognizing the birthdays for donors or volunteers in your organization or campaign.

How to Search by Birthday

1. Under the People menu, select Search.

2. Scroll down until you see Birthday Month/Day

Search_birthday_500

 

With this option, you can search for a specific day, birthdays falling in a specific month or birthdays that are before or after a specific date.

Note: The Birthday Month/Day search filter only works for dates in the same calendar year. A search for birthdays between December 1 – January 31 would need to be broken up into two separate queries.

birthday_search_options_500

 

3. Once your search criteria is entered, click on the blue Search

birthday_search_example_500

 

4. Search results will appear just like any other query made under People Search.

Birthday_search_results_500

 

How to Add DOB to a Profile

1. If you would like to add date of birth information or a birthday to an individual profile, click on the general tab.

birthday_profile_500

 

2. Under the General Tab, you can select the DOB field to add or edit an individual’s birthday.

birthday_profile2_500

 

Crimson Webinars in April

Posted by on Apr 6, 2016 in The Blog, Webinars | 0 comments

Crimson Webinars in April

RSVP to join our latest monthly Crimson and CrimsonFiler webinars, hosted by our Senior Support Staff next Tuesday, April 12 and Thursday, April 14. Choose to attend one or both of the following sessions:

CrimsonFiler: Tuesday, April 12 at 2 p.m. EDT

  • A General Overview: How to Create a New Report or File an Amendment
  • Form 3x Committees: How to Update Your Starting COH Settings for 2016
  • Newest features: Miscellaneous Text Options

Crimson: Thursday, April 14 at 2 p.m. EDT

  • A General Overview: People Search, Data Entry, Adjustments, and more
  • Newest Features: DOB Settings, Advanced Export by Channel, and Tool tips
  • Support: Latest HelpDesk Articles and Methods for Contacting Support
Crimson Webinars: April 2016 | CMDI.com

Please RSVP to receive your calendar invite and webinar information.

Check Out Crimson’s Newest Features

Posted by on Mar 31, 2016 in Product News, Products and Services, The Blog | 0 comments

Check Out Crimson’s Newest Features
New Crimson Features

Recently, we rolled out new features and improvements to Crimson to improve the performance of the platform. Read below for details on each enhancement, and contact us if you would like additional information.

Questions? Look for Tooltips

If you have questions about a feature or section of Crimson, look for the question mark icon. When you hover over it, a tooltip message will appear that explains what that item is with a link to the Crimson Helpdesk for additional information.

Crimson Tooltips
 

Search by Date of Birth

You can search for a donor or contact record by date of birth in People Search. This information can also be added under the General tab of an individual’s profile.

Run 1099 Reports

Need to generate IRS 1099 forms for campaign contractors? Crimson's new report #393 finds vendors that have been flagged for Form 1099.

Run 1099 Form Reports | Crimson
 

New Upload Queue

Occasionally, your browser can freeze when uploading a large file from CrimsonFiler to the FEC. The new Upload Queue feature sends a request to the FEC and then uploads your file in the background while you move onto your next project.

This new feature needs to be configured for each Crimson account or client, so please contact us if you would like the Upload Queue to be turned out. 

Filer_Queue_upload

Add Multiple FEC Memo Text Pages

This new feature changes how FEC Memo Text pages are added to reports and allows you to add more than one text box into a single report.

The Text option now requires a Tran ID for each description entered into the text box. However, this does not have to be an existing Tran ID in the report. The miscellaneous text will still appear after the summary pages but before receipt details. Each text box will display as half of a page when the report is prepared.

FEC_text_memo_500x144
 

Push Notifications – Coming Soon! 

Soon, you will have the option to turn on push notifications in CrimsonMobile that will send Task notifications to your smartphone as well as your Crimson account.

Once you download the app in either the iTunes App Store or Google Play, you’ll be able to turn this feature on under user settings. You will also be able to receive notifications via email. Go to My Account in Crimson to opt into this feature.

Next Crimson Webinars on March 16

Posted by on Mar 10, 2016 in The Blog, Webinars | 0 comments

RSVP to join our latest monthly Crimson webinars, hosted by our Senior Support Staff on next Wednesday, March 16! Choose to attend one or both of the following sessions:

• Webinar #1 (11 a.m. EDT) – A general overview of Crimson and its most-used features.
• Webinar #2 (2 p.m. EDT) – A walk through of Crimson’s Treasury Features including Expenditures, Other Receipts, Invoices, Check Payments, and Reconciliation Tools.

Please RSVP to receive your calendar invite and webinar information.

Crimson webinars | March 2016 | CMDI.com

Infographic: Who’s Still Running for President?

Posted by on Feb 18, 2016 in The Blog | 0 comments

Since the beginning of February, six Republican presidential candidates have dropped out, which leaves another group of six candidates actively campaigning to be the Republican nominee.

With South Carolina voting on Saturday, February 20, and Nevada immediately following on Tuesday, February 23, will the field be winnowed down further before March 1 when 13 states hold primaries?

2016_candidates_2-17-2016-CMDI_500x1047

 

 

View a larger version or download a PDF of  Who’s Still Running for President? infographic.

Crimson Webinar on February 16

Posted by on Feb 10, 2016 in The Blog, Webinars | 0 comments

Questions about Crimson? Join the next webinar on February 16 for an overview of Crimson and its most used features. The training session will be led by Crimson Senior Support Staff at 2 p.m. EST.

Click here to RSVP for the webinar on February 16 at 2 p.m. EST.

Crimson webinar on Feb. 16 | CMDI.com.

 

Crimson Feature of the Month: Export by Channel

Posted by on Feb 2, 2016 in Feature of the Month, The Blog | 0 comments

Crimson Feature of the Month

 

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.

Export by Channel, a new feature recently rolled out in Crimson, helps you prioritize the information that is downloaded after completing a People Search. By using Export by Channel, you can download contact records only containing:

  • Emails – Records with a valid form of email address
  • SMS – Records with mobile phone numbers
  • Phone – Records with home phone numbers
  • Direct Mail – Records with a complete mailing address

Here’s how to use the Export by Channel Feature:
1. Go to People Search and enter the search criteria that you need.

2. When the search results are displayed, you’ll see a more options button next to the blue Export button.

Crimson Feature of the Month: Export by Channel | CMDI.com
3. The window for advanced export options will appear.
Crimson Feature of the Month: Export by Channel | CMDI.com
4. Under this window, you can prioritize how each list will be exported: email, SMS, phone numbers, and direct mail. To change the order, hold and click on the Crimson Feature of the Month: Export by Channel | CMDI.com button. Then drag the channel left or right before letting it go. After each change in priority, all channels will automatically update the final counts of records to be exported. The Remaining section is for records that were not selected by any channel.

Crimson Feature of the Month: Export by Channel | CMDI.com
5. You also have the option to suppress specific Flags from being exported or completely exclude a particular channel.

• Suppression of flags: Click here to read the Crimson guide on how to suppress a flag, such as files marked with “DNM – Do Not Mail” from the export.

• Exclude Channels: If you want to remove a channel from your export, click on one of the blue buttons in the top right-hand corner.

Crimson Feature of the Month: Export by Channel | CMDI.com

6. Once you are done organizing your lists, you can click Export for each one. Please note, unique people records will not pull on more than one list.  So in the example above, if a record has an email address, it will pull on that list and not the subsequent lists for each channel following it.

7. You can also click Export Master List, to pull a full list of results from your People Search query.

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