Category: Feature of the Month

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Crimson Feature of the Month: How to Use Tasks and Call Sheets

Do you need to delegate work to your team or create a to-do list to ensure a project is finished? Crimson Tasks help you assign work projects to individual staff members, set a deadline, and track the progress and completion of it through the Crimson dashboard. Tasks also allow you to assign activities to the […]

Crimson Feature of the Month: Maximizing Pledges

Pledges are a major component of political fundraising, and Crimson features can simplify tracking and managing these donations. Below are instructions for several tools that make reconciling and accounting pledges faster and more accurate. In this month’s post: How to Find Pledge Features Outstanding Pledge Search Use Source Codes to Automatically Match Payments to Pledges […]

Crimson Feature of the Month: My Payment Requests

The Payment Requests feature in Crimson is helpful for submitting requests to the financial or treasury departments to pay for a vendor expense, create an expense report, refund the contribution from a donor, or request a contribution be made to another committee. There are two sides to this feature – submitting the Payment Request and […]

Crimson Feature of the Month: Payment Requests – Treasury

The Payment Requests tools in Crimson contains two sides – My Payment Requests and Treasury. The My Payment Requests tools enables Crimson users to submit requests for expense reports, vendor payments, donation refunds and contribution requests. This part was covered in Crimson Feature of the Month: My Payment Requests. The Treasury feature, which is explained […]

Crimson Feature of the Month: Mail Merge

Mail Merge is a new feature in Crimson 3 that helps users combine the results from Crimson searches with a Microsoft Word template. Mail Merge works with People Search, Money Search, Thank You List Select, Best Efforts, and Exception Codes in Crimson by taking search results and merging them into customized templates. How to Use […]

Crimson Feature of the Month: JFC Vetting Tool

  Over the last few election cycles, the use of Joint Fundraising Committees skyrocketed. In 2018, JFCs raised a combined total of $525.3 million and $1.2 billion in 2016. They are also moving down ticket with state parties, US House, and US Senate candidates joining together to raise money. In 2016, there were 479 JFCs […]

Feature of the Month: Saved & Recent Searches

One of the most exciting features in Crimson3 is the ability to save searches. This allows you to customize search queries that you run on a regular basis to create your own custom reports. It is possible to save custom searches across most of Crimson’s search functions including: • People Search • Money Search • […]

Crimson Feature of the Month: Radius Search

  Have you tried using Radius Search, the brand-new search option in Crimson 3 that allows you to find all your donors within a set vicinity of a specific address? Radius Search is helpful when looking for donors to invite within 25 or 50 miles of an event. There are two ways to run a […]

Feature of the Month: How to File a Post-General Report

The Post-General Report for the 2018 cycle is due on December 6 and covers the period from October 18 through November 26. If you filed a Pre-General Report, you will also need to file a Post-General Report.  Below are a few helpful reminders that should make it easier to complete your reports in CrimsonFiler. Update […]

Crimson Feature of the Month: CrimsonFiler Quickbooks Merge

  If you use Quickbooks to manage the finances of your campaign or PAC, you can upload Excel files into CrimsonFiler to convert them. How to use the Quickbooks merge: 1. Before you begin, you will need to prepare two different Excel files – one listing vendor information and one for expenditures. Vendor File: include […]

Feature of the Month: Recurring Gifts in Crimson

Have you read the new CMDI guide on building a recurring giving program? Did you know there are several features in Crimson that will help you start and grow recurring giving for your campaign? See the features below to learn how make this popular giving option easier to manage in Crimson. How are recurring gifts […]

Feature of the Month: Possible Duplicates

Recently, Crimson rolled out a new enhancement to the Possible Duplicates tool under the Compliance menu. You can now search for Organization duplicates with the tool in addition to Individual dupes. You can also prioritize which dupes are reviewed and processed first by filtering by Match Type or selecting that only Donor records to be […]

Feature of the Month: FEC ID Lookup

A new feature in Crimson can help ensure that you have accurate FEC ID numbers while recording donations or submitting FEC reports. When this tool is used, it will also populate many of the profile fields for you, such as organization name and address. The lookup tool relies on the FEC’s API, and displays information […]

Feature of the Month: Donate Now

Did you know that you can take donations directly through Crimson? As long as you are processing credit cards through either Crimson or WidgetMakr, you can accept donations through either the Data Entry function or Donate Now. Along with this feature, which you can also use on CrimsonMobile, you can set up recurring donations. These […]

Feature of the Month: How to File a 48-Hour Notice

If you are on a federal campaign, you are required to file 48-Hour Reports before election periods, including primaries, run-offs, and general elections. According to the FEC, 48-Hour Notices are filed for donations over $1,000 that are received less than 20 days but no more than 48 hours before the day of the election. A […]

Feature of the Month: Two CrimsonFiler Shortcuts

With the deadline for Year-end 2017 reports approaching, you might need help completing your filings. Here are two features in CrimsonFiler that can make completing your reports easier and faster – the Best Effort Update and the Sync to Crimson features. Best Effort Update: streamline updates made in Crimson for employer and occupation information without […]

Feature of the Month: Linking Contacts to People Records

  Did you know that Crimson has features that help connect how the people in your database know each other? Under People Records, the Contacts section serves as an area to save information about people affiliated with that individual, such as an assistant, co-worker, or family member. Now, it is easier to use this function. […]

Feature of the Month: How to Use Map It

With the new Map It features in Crimson, you can quickly visualize data to see the locations of your donors, prospects, or events. Using these two different features, one for Events and one for People Search, is a fast way to see a distribution of the locations of your data. How to Use Events Map […]

Feature of the Month: How to Add Gift Attachments

  Did you read about the new Gift Attachment feature? You can now attach images and files to either individual gifts or batches in Crimson. This is helpful when you need to review gift details for an individual gift, see the direct mail letter that prompted a donation, or verify event details on an invitation. […]

Feature of the Month: How to Create Top Flags

  Flags are excellent ways to organize your data in Crimson. You can mark a person as “do not mail,” “volunteer,” or with some other important word or phrase to highlight the data. The more you flag and mark your data, the more you can target it for fundraising, volunteering, or get out the vote […]

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