The CMDI Blog
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Crimson Training in June 2023
Have you started preparing for the next round of FEC reports? The deadline is coming up on July 15.
Next Wednesday, June 28, the Crimson Support Team will offer a CrimsonFiler refresher training session at 2 p.m. EDT as well as a Crimson Overview session.
Crimson Feature of the Month: Tasks
Crimson Tasks help you assign work projects to individual staff members or yourself, set a deadline, and track the progress and completion of it through the Crimson dashboard. Tasks also allow you to assign activities to the candidate, such as making fundraising calls, and print those tasks into various formats of printed call sheets.
Crimson Feature of the Month: Radius Search
Have you tried the improved Radius Search expanded filters? This allows you to find all your donors within a set vicinity of a specific address and filter by gift amount, gift date, donation type, flags and more. Radius Search is helpful when looking for donors to invite within 25 or 50 miles of an event.
Crimson Webinars in May
Next Wednesday, the Crimson Support Team will offer two sessions of a Crimson Overview webinar at 11 a.m. and 2 p.m. EDT on May 24, 2023.
Crimson Feature of the Month: Moves Management, Part II
Tracking your major gift program can be a challenge. With multiple donors at different points in the giving cycle, it’s easy to forget to follow-up or not meet deadlines. Crimson solves those issues for fundraising teams with our Moves Management tracker. This dashboard visually organizes the process of moving prospective donors through the giving process. Starting with discovery and cultivation through the completed donation, Moves Management helps committees and organizations keep track of how they are reaching these prospects.