Tag: Crimson 3

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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 […]

Join Us Thursday for a Crimson Webinar

  Do you have any questions about Crimson 3 or need to train a new staff member? The Crimson Support Team will hold a General Overview webinar this Thursday at 2 p.m. EST. Participants will learn how to use the basic tools of the Crimson platform, and watch demonstrations of the fresh user interface, redesigned […]

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 […]

Next Crimson Webinars on September 26

Next week, the Crimson Webinars will return with a special session covering CrimsonFiler in order to help you prepare for the next FEC filing deadline on October 15. The Crimson Support Team will also offer a General Crimson Overview. Crimson Overview at 11 a.m. on Thursday, September 26 Sign up for the Crimson Overview session for a […]

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 Webinar on July 24

Join the Crimson Support Team on Wednesday, July 24 at 2 p.m. EDT for a General Overview webinar of Crimson 3. During the hour-long training session, participants will learn the basics of Crimson and how to use the fresh user interface, redesigned dashboards, expanded search, increased security, and additional functionality added to Crimson 3. At the end, […]

Crimson Webinar on June 19

Do you have new staff or need to learn how to use the new features in Crimson 3? Next Wednesday, the Crimson Support Team will hold a General Overview webinar for Crimson 3 on June 19 at 11 a.m. EDT. During the hour-long training session, participants will learn the basics of Crimson and how to […]

Learn to Use the Crimson Event Dashboard

Political campaigns and PACs depend on events for both fundraising and winning elections. Because of their importance, Crimson 3 added the Event Dashboard, a new section loaded with features that help organize, manage, and track all components of event planning. Join the Crimson Support Team on Wednesday, May 22 for a special webinar demonstrating new […]

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 • […]

Next Crimson Webinar on Wednesday

Join the Crimson Support Team this Wednesday at 2 p.m. EDT as they go over the basics of the Crimson platform and demonstrate the new features available in Crimson3 during a General Overview webinar. At the end, there will also be time for Q&A. During the training session, the Crimson Support Team will walk participants through […]

New Feature: Press Release Report

With the upcoming FEC deadline, your communications team will likely request information such as how much you raised, the number of donors, undisclosed vs. disclosed donors, and average gift size from first quarter fundraising. The new Press Release Report in Crimson 3 is designed to quickly answer all of these questions. The Press Release Report […]

Next Crimson Webinar: March 21

Join the Crimson Support Team next week for our monthly Crimson 3 training webinar on Thursday, March 21 at 2 p.m. EDT. During the one-hour session, we will go over the basics of the Crimson platform and demonstrate the features available in the new version. At the end, we will have time for Q&A. Once […]

Tomorrow: Preview Crimson’s New PAC Features

As part of the development of Crimson 3, we are rolling out new features designed to streamline the management of PACs. This includes a new PAC dashboard and functionality that emphasizes tracking, budgeting, and planning the contributions you intend to make to other candidates and committees. Tomorrow, we will hold a quick preview of the […]

Upcoming Crimson 3 Webinars

  If you’ve not yet logged into Crimson 3, now is the time to test it out and learn how to use it. This latest version of Crimson has a fresh user interface, redesigned dashboards, expanded searches, increased security, and many other new features! Since Crimson 2 will not be accessible after February 9, the […]

Crimson 2: Not Accessible After February 9

  In October, we invited you to participate in our beta for Crimson 3 at crimson.crimsobeta.com, a brand-new version of the Crimson platform with new features, new dashboards, expanded searches and an expanded section for events. Because both versions of Crimson store your data in the same database, Crimson 2 and Crimson 3 have been […]

January 2019: Crimson 3 & CrimsonFiler Webinars Offered

Next week, the Crimson Support Team will hold the first webinars of 2019 with sessions on CrimsonFiler and Crimson 3. Join the CrimsonFiler session at 11 a.m. for an overview of the features, how to create a new FEC report, and file an amendment. Remember that Year-End 2018 reports are due to the FEC on January 31. […]

Last Crimson 3 Webinar in 2018

End the year by finishing your training on Crimson 3. Next week, the Crimson Support Team will hold the last webinar of the year on Wednesday, December 12 at 2 p.m. EST.  During the training session, participants will complete a walk-through of how Crimson functions, as well as seeing demonstrations of the fresh user interface, […]

Crimson 3 Webinar on November 28

For many people, the time between the election and the start of the new year is the slowest part of the political cycle. If you have more time over the next few weeks, it’s highly recommended to go ahead and get trained on Crimson 3. While Crimson 2 will be around through the early part […]

Got Time for Crimson 3 Training This Week?

Now that the election is over, it’s a good time to get trained on Crimson 3!   The next webinar will be held this Wednesday, November 14 at 2 p.m. EST. The Crimson Support Team will walk participants through an overview of the new version of Crimson and demonstrate the most frequently-used features. During the 60-minute training […]

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