Contributions

Tips, techniques, and training related to CDM+ Contributions

Ask Me Anything Webinar

Submitted by Chris Weidner on Fri, 04/17/2020 - 13:27
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You have questions? We’ve got answers.

Join us for this Ask Me Anything webinar where CDM+ users asked us anything about their CDM+ program. This was a great chance to get instant answers to the issues that matter. We hope to do more of these in the future.

Engage

Online Giving

Text Giving

Membership

Contributions

Accounting

Data Hosting

Mobile

Payroll

Sales Orders

Anything at all!

CDM+ 11: Print to Excel

Submitted by Chris Weidner on Fri, 01/24/2020 - 12:27
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New to CDM+ 11 is Print to Excel (macOS and Windows) or Numbers (macOS). Open any report, and you will see a new Excel (and Numbers in macOS) button in the reports toolbar. Click one of these buttons and your report will open within Microsoft Excel or Apple Numbers. One click and you will have your data in Excel or Numbers giving you the opportunity to:

  • Graph the data in a format that best communicates your message.
  • Reformat your data in a manner familiar to your congregation or organization.
  • Observe trends or identify opportunities by analyzing your data with the built-in tools of Excel or Numbers.

CDM+ 11: Audit Logging

Submitted by Chris Weidner on Fri, 01/24/2020 - 12:23
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Audit Logging allows you to see who made changes and when to a record. Audit Logging tracks changes to records throughout CDM+, such as Address Records, Contribution Records, Ledger Entry Records, etc.