Category: Crimson

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Feature of the Month: How to Organize Your Data for a New Cycle

Not only is it a new year, but it’s also a new election cycle. Now that the Year-end 2016 reports are filed and mid-terms are still months away, this is the perfect time to review your Crimson is set up to organize data and make sure your Source Codes are set up in the best […]

Feature of the Month: How to Find and Flag Over Limit Donors

Following up with donors who have contributed too much to a campaign is becoming increasingly important. With the growth of multi-channel fundraising, it’s now possible for undisclosed donors to make enough repeated gifts and go over FEC limits. If your campaign isn’t using a CRM platform such as Crimson that centralizes donor data for all […]

New Improvements Made to Crimson Search Functions

Recently, several new Crimson improvements launched for customer support and search functions. Scroll down to learn more about these changes and how to use them. If you have questions, please contact the Crimson Support Team at CrimsonSupport@CMDI.com or 1-800-878-6837. Get Help Inside of Crimson You no longer have to open the Crimson Helpdesk in order […]

Crimson & CrimsonFiler Questions Answered on October 12

Do you have questions about Crimson or need a refresher on CrimsonFiler before the next FEC deadline? Next week, the Senior Support Staff at CMDI will host two webinars on Wednesday, October 12. Crimson General Overview: Wednesday at 11 a.m.  EDT A general overview: People Search, Data Entry, Reports and more Newest features: Recalculate Dashboard button, […]

New Feature: MeS Credit Card Reconciliation Reports

If you use WidgetMakr or if you have a Merchant e-Solutions (MeS) account linked to your Crimson database, there are several reports now available to make it easier to reconcile credit card transactions processed through your merchant account. A merchant account is a type of bank account that enables your campaign to accept donations through […]

New Crimson ID Tokens Make It Easier to Give Through WidgetMakr

Are you trying to convert your offline donors to online? Do you want to simplify your donation forms and make it easier for donors to give? A new feature from Crimson and WidgetMakr helps streamline the online giving process for your donors. Crimson now assigns an ID token to every contact record stored on the platform. This ID token, which is unique for every person, can be added to widgets as a URL parameter that will automatically fill in all of the fields in WidgetMakr with the data available in Crimson for that donor.

Feature of the Month: Push Notifications on Crimson

  It’s now easier to keep up with your tasks and updates in Crimson when you enable push notifications on either your email or smartphone. When push notifications are turned on, Crimson will send a notification to your smartphone as well as your desktop through your Crimson account whenever a task is added, updated, or […]

Push Notifications Now on CrimsonMobile

CrimsonMobile now has push notifications! This new feature will alert you on your smartphone to any new tasks or updates to tasks made on the Crimson platform. Stay-on-top of your Tasks in Crimson with the new push notifications feature. When a task is added, updated, or completed, Crimson will send a notifications to both your […]

Even More New Crimson Features

We’re excited to announce even more new Crimson features and improvements that are rolling out. If you have questions, please contact the Crimson Support Team at crimsonsupport@cmdi.com. Notifications for New, Changed & Completed Tasks Stay on top of your Tasks in Crimson with the new notification feature! When a task is added, updated, or completed, Crimson […]

Check Out Crimson’s Newest Features

Recently, we rolled out new features and improvements to Crimson to improve the performance of the platform. Read below for details on each enhancement, and contact us if you would like additional information. Questions? Look for Tooltips If you have questions about a feature or section of Crimson, look for the question mark icon. When you […]

New Crimson Feature: Export by Channel

  Do you need a list of donors with phone numbers in your database, or do you want to see how many supporters have opted into getting text messages? A new feature in Crimson allows you to “export by channel,” and download contact records only containing email, SMS, phone numbers, or direct mail information.   With […]

Reminder: Crimson v1 Retires on Feb. 1

Have you transitioned to the current version of Crimson yet? In just a few weeks, on February 1, Crimson v1 will retire and no longer be available. Visit www.CMDI.com to log into Crimson and begin this process. If you have questions or need help, the Crimson Support Team is available to assist with this change. We […]

Join the CrimsonFiler Webinar on Jan. 20

With Year End FEC reports coming up, now is a great time to have a refresher training for new and existing staff. CMDI will be hosting a webinar on Wednesday, January 20, 2016 at 2 p.m. EST. The webinar will go over how to use CrimsonFiler for compliance staff and give you the chance to […]

Feature of the Month: Import a vCard

  Next time you need to import contacts in Crimson, save time by directly importing their vCard information. A vCard or .vcf file is an electronic business card that is frequently attached to email messages. Through the Import menu in Crimson, you can upload .vcf files into Crimson under the Add a Record option. 1. Save […]

Crimson Feature of the Month: People Search

The People Search feature in Crimson is a powerful way to quickly search and manage the contacts in your campaign’s database. Through this flexible search option, you can look up donors by identification numbers, fundraiser track number, employer, occupation, address, event or source code, club, giving aggregates, and many more options. How to Maximize the […]

Crimson v1 to Retire on Feb. 1, 2016

With the end of 2015 drawing near, it is time to announce the retirement of Crimson v1, which was released back in 2008. As of February 1, 2016, Crimson v1 will no longer be available. Please make plans to fully transition to the current version of Crimson by this date.  We launched the new version […]

CrimsonFiler Training Held on Oct. 6 & Oct. 8

With the third quarter of 2015 ending last night, the next FEC filing deadline is just days away on October 15. If you have questions about CrimsonFiler or could use a refresher on how to file your FEC report, RSVP for the CrimsonFiler webinars next week. The webinar will go over how to use CrimsonFiler for compliance […]

How to Import an Invitees List to an Event in Crimson

Did you know that you can save time and stay organized by using Crimson features to manage fundraising events? Through the Import/Data Entry feature, you use import options to connect a list of invitees to an event that’s been added to your Crimson account. It’s simple to upload an Excel file with the information about people […]

Upcoming September Crimson Webinars

Next week, the Crimson Support Team will host two webinars on September 16:  General Crimson Overview at 11 a.m. EDT During this monthly webinar, the Crimson Support Team will walk you through Crimson and review its most used features and any new changes or additions. Crimson + Eventbrite at 2 p.m. EDT This brand new […]

How to Swipe for Donations with CrimsonMobile

Through the CrimsonMobile app – available for free in the Google Play store— you can now attach a card reader to process credit card donations on Android* cell phones and tablets. Follow the directions below in CMDI’s latest Feature of the Month post to process donations by swiping cards on your Android phone or tablet. […]

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