The CMDI Blog
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Crimson Feature of the Month: Saved & Recent Searches
One of the most useful and flexible features in Crimson is the ability to save searches. This enables you to customize search queries that routinely run and create custom reports. When combined with the Email Scheduler feature, you can automate most searches that are regularly run.
Crimson Feature of the Month: Crimson Mailbox
Would you like to add an email or communication with a donor to their profile in Crimson? Do you want a track record of the messages and interaction your staff have with supporters, volunteers, and donors? The Crimson Mailbox is a new feature that will allow you to connect your email program to People Profiles.
Crimson Feature of the Month: Fundraiser Portfolio
Better manage your campaign’s fundraisers with the Crimson Fundraiser Portfolio. This feature enables your organization to track major donor programs and the progress of individual fundraisers from the convenience of your Home dashboard.
Crimson Feature of the Month: Thank Yous Needed
With the start of a new quarter, there are a lot of thank you notes to send out to donors. Crimson has an easy tool that works with the Mail Merge feature to streamline and simplify this process of thanking your donors.
Crimson Feature of the Month: How to Set Up Mobile Bookmarks
When you log in to Crimson, do you always go to CMDI.com and click on the login link? Did you know that you can create bookmarks on mobile devices? Since Crimson is designed to be responsive, you can use it from any mobile device. Follow these instructions to set up bookmarks on your phones and tablets.