The CMDI Blog
Featured Posts
Feature of the Month: People Profile, Part IV
Welcome to the fourth and final installment in the Feature of the Month series on People Profiles. In this post, we’ll cover the remaining panels on the People Profile including Pledges, Events, Clubs, and Bundler Tracking.
New Requested Crimson Features Released
CMDI recently released two new features that were frequently requested by our users. The Searching Spouse Giving under People Searches includes records of a spouse’s giving history in exports. The Thank You Dashboard Program Code Suppression allows you to exclude programs that populate the Thank Yous Needed section of the Home dashboard.
Crimson Webinars in November
Join us next Wednesday for the last training opportunity of 2023. On November 15, we will offer a Crimson Overview training at 11 a.m. and 2 p.m. EDT.
Crimson Feature of the Month: People Profiles, Part III
This month, we are continuing to examine the different parts of the People Profile. For October, we are taking a close look at two boxes – the Code and Actions panels. The Code panel contains three important segmentation and organizational tools – Flags, Keywords, and Attributes while the Action panel tracks any interaction with your organization.
New Crimson Features
We’ve rolled out three new features on Crimson that should help you streamline and work faster – Customizable Dashboards, Fundraising Tracking #, and Pledge Import Tool.