Tag: Crimson

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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 […]

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 […]

Need Help with Year-End FEC Reports?

Are you ready for the next FEC deadline for Year-End 2017 reports on January 31? Do you have questions about CrimsonFiler or Crimson? Next Wednesday, January 17, get your questions answered during webinars covering Crimson and CrimsonFiler. RSVP to join one or both of the webinars. After you RSVP, we will follow up with information on […]

Crimson Overview Webinar on December 7

Need training in Crimson before the busy 2018 election year starts? The Crimson Support Team will offer the last webinar of 2017 next week on December 7 at 2 p.m. EST. This session will cover all the major features of Crimson and how to use the platform. Click here to RSVP. After you sign up, […]

Learn about Crimson’s New Features on May 24

Did you see the email last week about Crimson’s new features? We’ve rolled out a number of new features and enhancements including a new deduping tool and changes to People Profiles, Events, Money Search, and Treasury sections. Join the Crimson Support Staff on Wednesday, May 24 for the next Crimson webinars exploring these new features. […]

Need Training in Crimson or CrimsonFiler?

Believe it or not, the first quarter of 2017 ended last Friday on March 31. This means the next FEC filing deadline is quickly coming up on Saturday, April 15. Do you have questions about Crimson or new staff that needs to be trained? With the FEC deadline approaching, do you need a refresher on how […]

Don’t Miss this Brand-New Crimson Webinar

Join the Crimson Support Team this month for a new webinar from CMDI! In addition to the Crimson Overview webinar next Thursday, March 16 at 11 a.m., we will hold a special webinar at 2 p.m. highlighting the new CrimsonMarket and provide a tutorial on using Crimson ID Tokens to customize online fundraising appeals for […]

Join the Next Crimson Webinar for Latest Updates

Do you have questions about Crimson or new staff that needs to be trained? Join Sofia Amaya, the Director of Client Relations at CMDI, next Wednesday, February 15, for a Crimson Overview webinar from 2-3 p.m. EST. The webinar will cover:  ​A general overview: People Search, Data Entry, Reports, and more Newest features: Recalculate Dashboard button, […]

Join the January Crimson Webinars

Next week, the Senior Support Staff will kick off the new year with two webinars covering Crimson and CrimsonFiler. RSVP to join the webinars on Tuesday, January 17.  Crimson General Overview:  Tuesday at 11 a.m. EST A General Overview: People Search, Data Entry, Reports, and More Newest features: Recalculate Dashboard button, Crimson ID Tokens, and […]

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