Tips, techniques, and training related to CDM+ Contributions
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!
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:
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.
CDM+ allows you to archive data of your choosing. This post offers suggestions for what records might be best to archive.
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.
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.
Companion links:
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.
