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Crimson Training Opportunities in June

cmdi | Mon Jan 23, 2023

Do you have new staff or interns who need to be trained on Crimson? Have you learned about the new features Crimson rolled out last month?

Join us next Wednesday for two webinar opportunities to learn about Crimson.

The Crimson Support Team will lead an 11 a.m. session on an overview of Crimson. Later that afternoon, they will host a session at 2 p.m. covering the new Crimson features.

Crimson Overview webinar at 11 a.m. EDT will cover:

  • A general overview of Crimson features including People Search, data entry and reports

  • The essential functions you need to know in order to navigate Crimson

New Crimson Features webinar at 2 p.m. will cover: 

  • Using the new deduping tool on the Compliance dashboard

  • Prioritizing Flags and Keywords under the People Profile

  • Adding existing People Records as Contacts

  • Viewing all transactions in Profiles & Call Sheets

  • Displaying contact information in Tasks

  • Changes to the Events Menu & Events Home

  • Expanded Money Search options

  • New default settings under Vendor Profiles

  • Easier exports for vital transaction data under the Treasury section

Click here to RSVP and choose which webinar you will attend.