The CMDI Blog

CrimsonFiler Refresher Training on July 1

Posted by on Jun 25, 2015 in CrimsonFiler, The Blog, Webinars | 0 comments

With the July Quarterly and Mid-Year report due dates coming up, now is a great time to have a refresher training for new and existing staff. CMDI will be hosting a webinar on July 1, 2015 at 2 p.m. EDT to review the steps for filing your FEC report.

CrimsonFiler Webinar | CMDI.com

The webinar will go over how to use CrimsonFiler for compliance staff and give all you the chance to ask questions before filing your Q2 or Mid-year reports.

Please RSVP to receive your calendar invite and webinar information.

RSVP Now

New CrimsonMobile App Available on iTunes

Posted by on Jun 24, 2015 in CrimsonMobile, News & Announcements, Product News, The Blog | 0 comments

Do you use an iPhone? Take a few minutes to visit the iTunes App store and download the new CrimsonMobile app for iOS devices.

Download the new CrimsonMobile iOS app now!

In this new release, we made some stability improvements and performance enhancements. We also added the organization name to the CrimsonMobile menu.

iTunes

Looking for the CrimsonMobile Android app? Click here to learn more

WidgetMakr New Features Webinar on June 30

Posted by on Jun 19, 2015 in The Blog, Webinars, WidgetMakr | 0 comments

 

RSVP for the WidgetMakr webinar on June 30, 2015

Join us for a webinar on Tuesday, June 30 at 3:30 p.m. EDT to learn about WidgetMakr’s new features. 

The webinar will cover:

  • Setting up customized donation amounts with the Giving Matrix 
  • Troubleshooting your widgets with the new testing mode
  • How to archive your widgets
  • Using source codes to track your widget & reporting data 

RSVP today by clicking on the button below. We’ll follow up with details on how to join the webinar on June 30. 

RSVP

Crimson Feature of the Month: Adding 2 Emails on FEC Form 1

Posted by on Jun 18, 2015 in CrimsonFiler, Feature of the Month, FEC, The Blog | 0 comments

Crimson Feature of the Month

How to Add a 2nd Email to the FEC Form 1 in CrimsonFiler

In last week’s Tips for Treasurers, the Federal Election Commission explained how to add a second email to a FEC Form 1 (Statement of Organization).

This might not sound important, but by providing a second contact to the Statement of Organization, the FEC will send all correspondence to both email addresses. This is a good method of ensuring that your campaign, PAC or committee never misses an important message from the FEC!

Follow the directions below to make this easy change by filing an amended FEC Form 1 via CrimsonFiler.

1. Open up CrimsonFiler.

2. Click on the Reports option on the menu located on the left-hand side.
FEC_form1_d

3. Under Reports, click on the Form Type menu button to sort the saved forms in ascending (A-Z order) or descending (Z-A order). It will be listed as FORM1.
Crimson Feature of the Month: How to Add 2 Emails to FEC Form 1

4. When you find the most recent filed version of your Form 1 in your CrimsonFiler account, click on the blue Crimson Feature of the Month: How to Add 2nd Email to FEC Form 1 button to create an amendment. The selected form will be highlighted in blue.

Crimson Feature of the Month: How to Add 2nd Email to FEC Form 1

The new Form 1 amendment will open. Scroll down to find the Email field, add the second email address and check the Email Changed box.

Crimson Feature of the Month: How to Add 2nd Email to FEC Form 1

**IMPORTANT: You must separate the two addresses using a semi-colon (;) without a space. If this is not formatted correctly, the FEC will not add the second email address. Example: email@yourcampaign.com;email2@yourcampaign.com

Crimson Feature of the Month: How to Add a 2nd Email to the FEC Form 1

6. To save your changes, update the Status menu on the left-hand side of your screen and click on the save_button button to save your changes.

Crimson Feature of the Month: How to Add 2nd Email to FEC Form 1

Note: Please see CrimsonFiler: Creating an Amendment on the Crimson Help Desk for more information on which Status options to select.

7. Once the Status has been updated successfully, click on the blue blue_save_button button that will appear in the upper right-hand corner of your screen.

FEC_form1_save
8. Your browser window should refresh and display the changes you made to the amended Form 1.

9. Now that you’ve added the two email addresses to your Form 1 amendment, you can Generate your report in Step 2: Generate and Upload it to the FEC in Step 3: File.

Note: Please see CrimsonFiler: Creating an Amendment in the Crimson Help Desk for the exact steps for filing an amendment.

Ready. Set. Swipe!

Posted by on Jun 16, 2015 in The Blog | 0 comments

Mobile donations just got easier. You can now use a mobile card reader to swipe credit cards in the CrimsonMobile app on your Android phone or tablet.

All you need to do is download the CrimsonMobile app from the Google Play store and then request your complimentary card readers by clicking on the button below.

Ready. Set. Swipe! | CrimsonMobile

 

Order now | CrimsonMobile

Each existing full-service Crimson account is eligible to receive two complimentary card readers. If additional card readers are needed, they can be rented for $10 a month or a one-time fee of $100 per reader.

If you have any questions, please contact our Crimson Support Team at CrimsonSupport@cmdi.com.

Ready. Set. Swipe!

#TBT: It’s a Jungle Out There for Data Management

Posted by on Jun 11, 2015 in The Blog | 0 comments

Today’s #ThrowbackThursday comes from a 1996 marketing package that CMDI sent to prospective clients at the DMAW Expo.

Entitled, “It’s a Jungle Out There,” small plastic animal figurines* were shipped in white boxes and accompanied by a green, black and white brochure that said:

The world of database and donor file management can be a jungle. With dangers and pitfalls at every turn…you can never be sure which way to go. Don’t get lost in the jungle. Come by CMDI booth 425 at the DMAW Expo and let us guide you to the best data management solutions available.

#TBT -- It's a Jungle Out There!

 

The brochure also included other jungle-themed headlines such as:

      • Let CMDI clear your path to our lush canopy of services
      • Rely on our Team of Experienced Jungle Guides
      • Find Your Way Fast with the CMDI On-Line User-Friendly Network
      • You’re King of the Jungle with CMDI

*One of these animals doesn’t live in the jungle.

 

 

 

Crimson Webinar: June 10, 2015

Posted by on Jun 3, 2015 in Crimson v2, The Blog | 0 comments

Want to learn more about Crimson or discover how to use our new features? Join the upcoming Crimson webinar on June 10 at 2 p.m. EDT.

Crimson Webinar June 10 2015

Crimson Senior Support Staff will host this upcoming Crimson v2 webinar for existing clients. If you would like to join them as they walk through Crimson and point out the latest features, please RSVP here.

Once you sign up, we’ll send you a calendar invite and additional webinar information.

Crimson Feature of the Month: Mass Append

Posted by on May 11, 2015 in Crimson v2, Feature of the Month, The Blog | 0 comments

Crimson Feature of the Month

Have you ever needed to add a keyword or event details to a large number of records in your database? You should take advantage of one of Crimson’s most popular features – the Mass Append. Through this feature, Crimson users can add or update flags, keywords, notes, tasks, and events in bulk to their People Search result records.

How to Use Mass Append

1. To get started with Mass Append, first open the People Search, which is under the People button on the left-hand menu.

MassAppend_peoplesearch

2. Enter the People Search criteria that you need and click the blue search_button button. Results will display on the screen.

3. Click the blue MassAppend_button button to view the Mass Append Options.

MassAppend_peoplesearch3

4. Once a Mass Append has been completed, a confirmation will appear on the screen.

Note: Please note, if 500+ records are being appended, Crimson will queue the request. You’ll instead receive a notification in your Crimson Inbox (located at the top right corner of Crimson) once the append has been completed.

MassAppend_save

Mass Append Options: Flags

Flags are useful in organizing your People records and categorizing them in easily searchable groups. Crimson automatically creates a few basic flags for you, but you can create flags as you need them at any time.

Mass Append Flags — To mass append flags to your People Search results, start typing the Flag code you’d like to add in the selection box. A drop-down of existing flags will appear. Select the flag(s) you’d like to mass append and click Submit.

MassAppend_flags

Mass Append Options: Keyword

Keywords are useful in organizing People records and categorizing them in easily searchable groups. They are similar to flags, but have a longer character limit.

Mass Append Keywords — Start typing the Keyword code you’d like to add in the selection box. A drop-down of existing keywords will appear. Select the keyword(s) to mass append and click Submit.

MassAppend_keyword

Mass Append Options: Notes

Notes allow you to keep track of additional info for records/donors. Notes can be viewed directly from a donor’s profile.

Mass Append Notes — Begin by assigning a Subject and Date. Then add the Note you’d like to assign to all records and click Submit.

MassAppend_notes

Mass Append Options: Event

Mass Append an Event – Select the existing event Code from the drop-down and the Status each record should be assigned (ie. invited). You can enter additional info such as RSVP date, table #, etc. and then click Submit.

MassAppend_events

Create a New Event — Go to Event under the People menu. Click the add_button button and an event window will appear. You are required to assign an Event Code, Description, and Date. You can keep track of additional info for the event such as the location, time, host, etc.

Mass Append Options: Tasks

Start by assigning the Subject. Then select the Type of task (ie. meeting, call, or to do), the Purpose (ie. initial contact, follow-up, or prospecting), the Priority (ie. low, medium, or high), who the task is Scheduled For, who it was Scheduled By, the Due On date (date it should be completed by), and then the date the task was Assigned On. You can add an optional Note to the task and then click Submit.

MassAppend_tasks

 

Learn WidgetMakr’s New Features

Posted by on Apr 30, 2015 in The Blog, WidgetMakr | 0 comments

Learn WidgetMakr’s New Features

Have you noticed the new features in WidgetMakr? Want to learn how to use them?

Join the WidgetMakr team on May 7 at 3 p.m. EDT for a free webinar on how to use the new features.

WidgetMakr webinar

The webinar will cover:

  • Setting up customized donation amounts with the Giving Matrix
  • Troubleshooting your widgets with the new testing mode
  • How to archive your widgets
  • Using source codes to track your widget & reporting data

RSVP today by clicking on the button below. We’ll email you a confirmation with details on how to join us on May 7.

RSVP

 

FEC Party Committee Webinar on May 13

Posted by on Apr 23, 2015 in FEC, The Blog, Webinars | 0 comments

On May 13, the FEC will host a day-long webinar for party committees and will cover best practices, recent developments in the law, and party committee operations. The cost is $80 to participate, and a detailed agenda can be viewed here.

FEC Party Committee Webinar

 

Not sure what a party committee is? Click here to learn more.

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