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Crimson Feature of the Month: Moves Management, Part 1

Adrienne | Fri Sep 23, 2022

MovesManagement 600x314

One of the newer dashboards added to Crimson, Moves Management, visually tracks the process of moving prospective donors through the major giving process. Starting with discovery and cultivation through the completed donation, Moves Management helps organizations keep track of how they are reaching these prospects.

Moves Management also utilizes features you already know in Crimson, such as Tasks and Notes. It also incorporates an interactive dashboard that tracks communications, upcoming deadlines, and recent contributions associated with donors or prospects. Once you assign a Move to a People Record, you can move the donor/prospect between life cycle stages, such as Discovery to Completion, with a simple drag-and-drop of your mouse.

Part 1: How to Navigate the Moves Management Dashboard

The Moves Management dashboard can be accessed by clicking on the More section of Crimson’s menu. The feature has two views, the Dashboard View and the List View.

Moves Management Menu

Dashboard View: Provides a visual layout of every People Record in your Moves Management cycle. Each card provides summary details, such as Tasks assigned for follow-up or past due moves. You can quickly drag-and-drop Moves from one stage to another to note changes and updates as they occur.  

Moves_Management_DashboardView700

List View: Organize all the Moves data in a list format, which also includes a summarized view to help you make quick updates to each donor.

MovesManagement_ListView_700

How to use the Dashboard View of Moves Management

The Dashboard view shows the People Records and their Moves laid out in columns based on the lifecycle Stages established in People Settings.   

Moves Management Header

1. Toggle between the List and Dashboard view.

Moves Management: Top Dashboard

2. Click on the green buttons at the top to select which stages you want to display or click on the X in the blue boxes to remove them.

3. Click to add a move. (See Part 2 for detailed directions on adding a move.)

4. Click to view the full Moves Search filter options available. These enable the user to filter through the current list based on a variety of factors

5. Quick Search, located in the upper right side of the screen, allows you to quickly find a People Record in the cycle by Name or PID. 

6. Click here to edit the names and stages of the Moves stages.

Moves Management Columns

Moves Management Drag-and-Drop

1. Each blue header identifies the stage each record is currently in, the total prospective donations, and the number of moves in that stage.  

2. Click on each Panel Box to drag-and-drop it into new columns and quickly change the Move’s stage. 

Moves Management Panel Card

  • Name – Click the donor’s name to view the full moves details, tasks, and notes, by stage. 

  • Proposed/Accepted Amount – The second line displays the proposed Ask or Accepted amount if one exists. 

  • MRC – View the most recent gift amount and date. 

  • Date – The date in the bottom right shows the expected Move completion date. 

  • – This icon shows the number of tasks due for this move. 

  • – This icon indicates that the Move is past it’s expected completion date and needs attention. 

  • – Hover over this button in the top right.

    corner to gain access to additional actions.

Moves Management Cards

1. Add a Task – Add a task to the Record and Move 

2. Add a Gift – Add a gift to the Record.

3. Donate Now – Process a Credit Card contribution in Crimson. 

Note: Contact Customer Support to find out how to enable this feature if it is not already. 

4. Add a Note – Add a note to the Record and Move 

How to Use the List View of Moves Management

List view shows the People Records and their Moves laid out in lists per one of the five stages.

ListViewDetails 700

1. Toggle between the List and Dashboard view.

2. Click on the green buttons at the top to select which stages you want to display or click on the X in the blue boxes to remove them.

3. To add a new Move, click . (See Part 2 for additional directions.)

4.  To view the full Moves Search filter options available click the . These enable the user to filter through the current list based on a variety of factors. 

5. Quick Search, located in the upper right side of the screen, allows you to quickly find a People Record in the cycle by Name or PID. 

6. Click the to edit the names and stages of the Moves stages.

7. Use the options on the bottom right to pull Call SheetsExports, or Mail Merge the respective list. 

MoreOptions

List View Action Options

The List View gives you access to a couple of action items for the Moves.

ListViewDetails2

1. This group of buttons allows you to edit the Move and Donor Profile.

Edit Move – Open to edit

Donor Profile – Open the People Record

Delete – Delete the Move

2. This group of buttons include actions you can take for individual Moves.

  • Add a Task – Add a task to the Record and Move

  • Add a Gift – Add a gift to the Record

  • Donate Now – Process a Credit Card contribution in Crimson. Contact Customer Support to find out how to enable this feature.

  • Add a Note – Add a note to the Record and Move

3. These drop-down options allow you to change the Stage, Plan and Result of each Move.