CDM+ allows you to archive data of your choosing. This post offers suggestions for what records might be best to archive.
Tips, techniques, and training related to CDM+ Contributions
If a member creates an Engage account using an email address that did not exist in the database, Engage will create new address, individual, and giving unit records. The new records may duplicate existing records in the database. This describes how to merge the information.
Basics of creating and using contribution history. 18 minutes.
Covers the basics of tracking Memorial Gifts: Creating gift designees, recording contributions as memorial gifts, reporting on gifts given and gifts used. 12 minutes.
Webinar recording. Emailing contribution statements with CDM+. 14 minutes.
Use Giving Unit Email Maintenance to update the Email Statement checkboxes on several giving units.
To find giving units that make contributions through Engage, you need to use an advanced find on the Giving Unit Record.
Webinar video. Printing paper contribution statements for donors. 23 minutes.
Webinar video. Basics of contribution entry in CDM+: giving funds, giving units, batch contribution entry, and the daily report of contributions. 43 minutes.
The Contribution History is a valuable tool for analyzing and understanding the giving patterns and trends in your church or organization.