The CMDI Blog
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Crimson Feature of the Month: Attributes
Attributes, found on People Records, help categorize or track information about donors, volunteers, or stakeholders on the profile. This feature is helpful to track volunteer hours, major donors, and anything else your organization needs to record. Attributes are completely customizable so you can quickly identify the label on each record or profile in your Crimson account.
Crimson Training in June 2024
We hope you can join our next Crimson training sessions on Wednesday, June 26, 2024. The first session at 11 a.m. will be a Crimson Overview. This is an opportunity for a comprehensive overview of Crimson’s tools and features that can help streamline your daily operations and enhance your donor management strategies. The second session is at 2 p.m and will cover the Attributes feature. These customizable codes, found alongside Flags and Keywords in People Profiles, provide organizations with enhanced ways to describe and categorize donors and stakeholders.
Crimson Feature of the Month: Thank Yous Needed
With the start of a new quarter, there are a lot of thank you notes to send out to donors. Crimson has an easy tool that works with the Mail Merge feature to streamline and simplify this process of thanking your donors.
Crimson Webinars in April
Join us on Wednesday, April 24 for the next Crimson Overview training opportunity. Trainings will be offered at 11 a.m. and 2 p.m. EDT.
Crimson Feature of the Month: How to Set Up Mobile Bookmarks
When you log in to Crimson, do you always go to CMDI.com and click on the login link? Did you know that you can create bookmarks on mobile devices? Since Crimson is designed to be responsive, you can use it from any mobile device. Follow these instructions to set up bookmarks on your phones and tablets.