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Crimson Feature of the Month: Customize People Profiles & Home Dashboard

Have you customized your Crimson Home Dashboard yet? Did you know that the People Profile can also be changed? Earlier this year, CMDI rolled out the ability to re-arrange the Home Dashboard and People Profile according to individual preferences. This simple, yet powerful, new feature is extremely fast to set up. Scroll to the bottom […]

New Year. New Election Cycle. New Crimson Features.

  Have you ever wanted to re-arrange the home dashboard on Crimson or customize People Profiles to fit the needs of your organization? Crimson recently rolled out new customization options along with a several other new features to kick off the 2021 calendar year. These features include: Customizable Home Dashboard and People Profiles Mass Adjustment […]

Important Crimson Webinars This Week

With the start of a new year and a new election cycle, there’s a lot going on with Crimson. This Thursday, January 21, the Crimson Support Staff will offer a CrimsonFiler refresher at 11 a.m. EST and a Crimson New Features webinar at 2 p.m. EST. The Crimson New Features webinar will debut several new […]

Catch Up on Crimson’s New Features

Have you caught up on all the new features Crimson rolled out this fall? There’s one last chance to see them in action and ask questions before the end of the year. Next Wednesday, December 16, the Crimson Support Team will hold a Crimson Overview webinar at 2 p.m. During the session, participants will watch […]

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

The 2020 election may have been nearly two weeks ago, but campaigns, PACs, and parties still have compliance reports and work to finish. The 2020 cycle has two upcoming FEC filing deadlines – the Post-General Report on Thursday, December 3 and the Year-End Report on January 31, 2021. In addition to compliance and accounting work, […]

Upcoming Webinars in November

Election Day may be over, but the work continues for campaigns and PACs. With upcoming FEC deadlines and a new election cycle starting in January, now is a great time to follow up with any questions you have about Crimson or learn about new features. Next week, the Crimson Support Team will hold two Crimson […]

Feature of the Month: Email Integrations

  Among the new features released this month, Crimson now integrates with Mailchimp and Constant Contact. This integration authorizes Crimson to push a list of subscribers to either email system using segmentation filters under People Search. There are multiple parts to this feature: 1. Setting up the integration 2. Uploading a List 3. Editing a […]

Upcoming Webinars on New Crimson Features

Mark your calendars for either August 13 or August 20 because you will want to join the Crimson Support Team for a New Crimson Features Webinar at 2 p.m. EDT. During both sessions, participants will watch demonstrations of the new features, and how they have been integrated into the Crimson platform. There will also be […]

Crimson Webinar on June 24

With the election starting to heat up, do you need to train new staff on Crimson? Do you have questions about Crimson features now that fundraising is intensifying? Join the Crimson Support Team on Wednesday, June 24 for a Crimson Overview webinar at 2 p.m. EDT. Once you register for the webinar on June 24, […]

Crimson Webinars in January

Is your team ready to file FEC Year-End Reports by January 31? Get help next week with a CrimsonFiler webinar on January 22 at 2 p.m. EST. The Crimson Support Team will also offer the regular Crimson Overview webinar at 1 p.m. EST on Wednesday, January 22. Scroll down for the button to sign up […]

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 […]

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: 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: 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 […]

Crimson Overview Webinar On July 18

Have you used the new Crimson features like the Possible Duplicates tool? Join the Crimson Overview webinar next week to learn about this new tool and other features recently added to Crimson. The monthly webinar will cover all the major features of Crimson and how to use the platform. Once you click here to RSVP, we will […]

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 […]

Next Crimson Webinar on June 13

Need help with Crimson or have questions about features? Join the Crimson Support Team next week for a Crimson Overview webinar on June 13 at 2 p.m. EDT. The webinar will cover all the major features of Crimson and how to use the platform. Once you click here to RSVP, we will send a follow-up email with […]

Only One Training Opportunity in May

Do you need training on Crimson or have new staff? The Crimson Support Team will hold their monthly webinar next week on Wednesday, May 16 at 2 p.m. EDT. The Crimson Overview session will cover all the major features of Crimson and how to use the platform. Once you click here to RSVP, we will follow up with […]

Crimson & CrimsonFiler Training Opportunities in April

Is your campaign or committee ready to file your FEC quarterly reports by April 15? Next Tuesday, the Crimson Support Team will offer two training opportunities for Crimson and CrimsonFiler. If you are new to the Crimson platform or haven’t worked in CrimsonFiler in a long time, this is a good learning opportunity. Join us […]

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