CDM+ 11.0.2

Submitted by Alex Clay on Thu, 03/26/2020 - 16:02
Downloads
Release Date

Before installing CDM+ 11.0

Backup your data

Back up all databases that will be updated to CDM+ 11.0. If you're on Data Hosting you can contact support to make a backup or simply rely on the nightly backup.

Ensure all computers that will run CDM+ 11.0 meet the system requirements

Installation

Download and install CDM+ using the links above. This will remove previous versions of CDM+ from your computer. Open CDM+ 11.0 and update your database, then begin using CDM+ normally.

CDM+ 11: Print to Excel

Submitted by Chris Weidner on Fri, 01/24/2020 - 12:27
Keywords

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: Email Accounts Receivable Statements

Submitted by Chris Weidner on Fri, 01/24/2020 - 12:24
Keywords

Do you run a Daycare or school? Do you rent your facilities for weddings and receptions? Then the new Email Account Receivable Statements in CDM+ 11 will help streamline your workflow! This new report can be found under the Receivable Reports menu.

  • PDF Statement and Email notice in one step.
  • Email Accounts Receivable Statements sends customers a PDF of their statement and includes personalized email notice that can feature your logo, merged fields, and styled text.

 

Save time and trees by sending your Receivable Statements by email.

CDM+ 11: Audit Logging

Submitted by Chris Weidner on Fri, 01/24/2020 - 12:23
Keywords

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.

Sales Orders in CDM+ 11

Submitted by Chris Weidner on Fri, 01/24/2020 - 09:56
Keywords

If your church or organization sells anything, you want to take a look at Sales Orders in CDM+ 11. Track inventory, adjust inventory, track sales, print reports, and customer receipts. Sales Orders makes it easy!