New Crimson Features

We’ve rolled out three new features on Crimson that should help you streamline and work faster – Customizable Dashboards, Fundraising Tracking #, and Pledge Import Tool. 

Learn about these features by joining the next Crimson webinar on October 24 or read their accompanying guides on the Crimson Helpdesk.

Customizable Dashboards

While it’s been possible to customize the Home Dashboard and People Profiles for a while, you can now customize additional Crimson dashboards including People, Fundraising, Compliance, and Events. In order to activate this setting, click on the gray gear icon at the bottom of the screen. That will enable you to drag-and-drop or remove items. When finished, click on the blue checkmark to save.

Fundraiser Tracking #

The Mass Append feature now allows you to append fundraiser tracking numbers to Money Search results. Run a Money Search and then select the Mass Append option at the bottom. Then click the Tracking # tab and enter the number. In order for this to work, the Tracking # must already exist in Crimson.

Pledge Import Tool

This new tool works like the New Contacts or New Gifts tool. Once you format the Excel file correctly, go to the People or Fundraising Navigation Bar and select “New Pledge” under Step 2. From there, continue to follow directions on overwriting or appending data, and then mapping.