Crimson: Bulk Redesignation Tool

Crimson users can utilize the Bulk Redesignation Tool to quickly redesignate a donor's contributions between campaign cycles in their Crimson database. 

Using Bulk Redesignation Tool

1. Go to the Donor Profile of the donor you would like to designate. Please see Crimson: People Search for further information on how to search for people records in Crimson.
2. On their profile, click on the giving to the Giving History panel and scroll down to the bottom half of the page. In the top right corner, select All then View.
   • In the bottom right corner, click on to open up the Bulk Redesignation Tool.
3. A new window will open up and on this page you can begin choosing which donations need to be redesignated.
   • To select a donation, please check the box under the Selected column.
     • As you select gifts, you will see the amount as well as the total amount.
     • There are also the options to either or .
4. Once you have selected all the donations, please include the Fund Code they need to be redesignate to as well as the Adjustment Date.
5. When all items have been filled out, click on to complete the bulk redesignation.

Note: Please see Crimson FAQ: What is the Difference Between Reattributions & Redesignations? for further information on redesignation.