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Call: 1-800-878-6837 Email: crimsonsupport@cmdi.com. Crimson Videos and Webinars. Crimson Tutorial: Treasury Features. Crimson Tutorial: How to Use the Treasury Reconciliation Tool. Crimson Tutorial: How to Use Eventbrite with Crimson. Crimson Tutorial: People - Search. Crimson Tutorial: People - Add a New Record. Crimson Tutorial: Contributions - Data Entry. See all 11 articles. Contributions - Batching and Caging - Best Practices. Crimson: Advanced Bundler Tracking. Crimson: Best Efforts List Select.

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Crimson Tutorial: Treasury Features – Help Desk

http://support.cmdi.com/hc/en-us/articles/210451123-Crimson-Tutorial-Treasury-Features

Call: 1-800-878-6837 Email: crimsonsupport@cmdi.com. Crimson Videos and Webinars. Crimson Tutorial: Treasury Features. Watch the recording of the Crimson Treasury Features webinar below to see an overview of how to use those tools. May 19, 2016 16:08. Was this article helpful? 0 out of 0 found this helpful. Crimson Tutorial: People - Search.

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Crimson: Advanced Bundler Tracking – Help Desk

http://support.cmdi.com/hc/en-us/articles/204847859-Crimson-Advanced-Bundler-Tracking

Call: 1-800-878-6837 Email: crimsonsupport@cmdi.com. Crimson: Advanced Bundler Tracking. Advanced fundraiser or bundler tracking in Crimson allows you to view all the gifts associated with a fundraiser and the fundraisers he/she has recruited via his/her People. The options below only apply to clients with advanced bundler settings enabled. Please contact Customer Support at CrimsonSupport@cmdi.com for more information. Creating and Using the Fundraiser Profile. Search, please reference the Search. The s...

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Crimson: Clubs and Club Status – Help Desk

http://support.cmdi.com/hc/en-us/articles/202899649-Crimson-Clubs-and-Club-Status

Call: 1-800-878-6837 Email: crimsonsupport@cmdi.com. Crimson: Clubs and Club Status. Clubs are useful in organizing your People. Records and categorizing them in easily searchable groups. You can create clubs and club statuses with renewal dates as you need them at any time and customize them according to your needs. Creating and Editing Clubs. To create/edit a club, click on the People. Menu, then the Settings. Sub menu and open the Club. You can search for clubs using the Quick. Button and choose Yes.

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Contributions - Batching and Caging - Best Practices – Help Desk

http://support.cmdi.com/hc/en-us/articles/209109486-Contributions-Batching-and-Caging-Best-Practices

Call: 1-800-878-6837 Email: crimsonsupport@cmdi.com. Contributions - Batching and Caging - Best Practices. Before you begin entering gifts into Crimson, we recommend some best practices for your contribution processing that will make your balancing, data hygiene, and compliance follow-up easier. Start by segmenting your contributions into "like" groups. Recommended segmentation categories include:. Process Partnerships, Multi-Candidate PACs, Individuals, etc. in their own batches. Record the batch number...

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Crimson FAQ: What is the FEC Export? – Help Desk

http://support.cmdi.com/hc/en-us/articles/217122386-Crimson-FAQ-What-is-the-FEC-Export-

Call: 1-800-878-6837 Email: crimsonsupport@cmdi.com. Crimson FAQ: What is the FEC Export? Menu allows you to export an Excel of transactions (ie. receipts or expenditures) with all of the information that should be reported to the FEC. This allows you to review your data before ultimately uploading it into your FEC report. The data pulled in a FEC Export contains the same information that you would normally see imported into your FEC report if you used the Import from Crimson. November 22, 2016 20:14.

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Call: 1-800-878-6837 Email: crimsonsupport@cmdi.com. Crimson Videos and Webinars. Crimson Tutorial: Treasury Features. Crimson Tutorial: How to Use the Treasury Reconciliation Tool. Crimson Tutorial: How to Use Eventbrite with Crimson. Crimson Tutorial: People - Search. Crimson Tutorial: People - Add a New Record. Crimson Tutorial: Contributions - Data Entry. See all 11 articles. Contributions - Batching and Caging - Best Practices. Crimson: Advanced Bundler Tracking. Crimson: Best Efforts List Select.

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