Tag: 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: 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 […]

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: 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: 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: 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: Deduping Tool

Earlier this month, we rolled out a new deduping tool that identifies possible duplicates for you to review. Found on the Compliance dashboard, the deduping tool highlights the potential records in groups of twenty and highlights the reason why they are a possible duplicate. Using this new tool is the fastest way to clean up […]

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 […]

Feature of the Month: Suppress Channel Flags

Does your campaign or PAC have a long list of flags to suppress when you run a People search in Crimson? If you struggle to always remember to suppress flags like “do not mail” or “deceased,” Crimson has a new feature that will make your searches easier. A new button under the Suppression section of […]

Feature of the Month: Reconcile Accounts with MeS Reports

Reconciling credit card totals can be a challenge for compliance and treasury staff on political campaigns. Crimson now offers four different credit card reconciliation reports to make the process easier. All four reports reconcile transaction information from Merchant e-Solutions (MeS) reports with data from Crimson. These MeS reports were previously only available online through the […]

Crimson Feature of the Month: ID Tokens

ID tokens, one of Crimson’s latest features, associate a unique code with every donor in your Crimson database. In WidgetMaker, the tokens can be added to widgets using URL parameters. The parameters serve to pre-populate sections of the donation form, such as name and address, based on the information in the donor’s Crimson record. This feature allows donors to make contributions more quickly and easily than ever!

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