The CMDI Blog
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Crimson Feature of the Month: Saved & Recent Searches
One of the most useful and flexible features in Crimson is the ability to save searches. This enables you to customize search queries that routinely run and create custom reports. When combined with the Email Scheduler feature, you can automate most searches that are regularly run.
Crimson Feature of the Month: Crimson Mailbox
Would you like to add an email or communication with a donor to their profile in Crimson? Do you want a track record of the messages and interaction your staff have with supporters, volunteers, and donors? The Crimson Mailbox is a new feature that will allow you to connect your email program to People Profiles.
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.