The CMDI Blog
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Crimson Training in Aug. 2024
We hope you can join our next Crimson training sessions on Wednesday, August 28, 2024. The
first session at 11 a.m. will be a Crimson Overview
. This is an opportunity for a comprehensive overview of Crimson’s tools and features that can help streamline your daily operations and enhance your donor management strategies.
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 Training in July
Join us at our upcoming Crimson Overview training sessions scheduled for Wednesday, July 31. This month, we will offer a Crimson Overview at 11 a.m. EDT and a session focused on using Crimson Mailbox at 2 p.m. EDT.
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: Attributes
Attributes, found on People Records, help categorize or track information about donors, volunteers, or stakeholders on the profile. This feature is helpful to track volunteer hours, major donors, and anything else your organization needs to record. Attributes are completely customizable so you can quickly identify the label on each record or profile in your Crimson account.