The CMDI Blog
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Organizing Your Data in Crimson
January is the perfect time to evaluate your Crimson database and make sure you are doing everything possible to keep your data clean and organized. This starts by understanding how data is arranged in Crimson.
Crimson Feature of the Month: Payment Requests – Treasury
The Payment Requests tools in Crimson contains two sides – My Payment Requests and Treasury. The My Payment Requests tools enables Crimson users to submit requests for expense reports, vendor payments, donation refunds and contribution requests.
Crimson Feature Spotlight: JFC Vetting Tool
As more major gifts flow through JFCs, the need to vet contributions for compliance, especially to ensure donors aren’t exceeding legal limits, has become a significant challenge. To streamline this process, Crimson’s JFC Vetting Tool simplifies donation review by using import matching logic to check if a donor already exists in your database and calculate how much they’ve contributed to a specific fund code.
Crimson Training Sessions: January 22
Start the year off right with Crimson’s first training sessions of 2025 on January 22. Whether you’re new to Crimson or a seasoned user looking to sharpen your skills, these sessions are designed to help you make the most of the platform.
Crimson Feature of the Month: Optimizing Your Data
Not only is it a new year, but it’s also a new election cycle! This is the best time to review your Crimson data and see how you can better organize and clean it.