Membership & Attendance

These system-wide preferences affect the CDM+ Membership program and the Attendance, Preaching Aids and Media Ministry sub-programs.

Fields

The labels for some fields on Address Records and Individual Records may be changed here.

Defaults

You have the option to set defaults for several fields on Address and Visitor Records. Note! Do not enter anything in the Country field unless you routinely include your country name in addresses. If you have anything in the Country field, it will print when you produce mailing labels.

Attendance

Here you can specify which Individual, Class and Visitor codes will be included in Attendance lists with an option to auto-load the specified lists. Your List Sort preference by Last Name/Preferred, Address Name/Individual Name, or Address Name/Family Order can be set also. 

PhoneTree

PhoneTree preferences only apply to CDM+ users who have a PhoneTree® messaging service device connected to their computer and use it to send PhoneTree phone messages (Notices). For information on adding PhoneTree to your CDM+ system, please contact the CDM+ Sales Department at 877-891-4236.

 

Labels

The preferences set on this pane apply to the CDM+ Discount Mailing feature. Note that submitting your addresses to Suran Systems for CASS Certification is required to print barcodes on addresses. For more information, click here.

 

Worship Sch.

The preferences set on this pane allow you to rename to fields on the Preaching Aids Worship Schedule record window and report.

Notices

The Notices pane allows you to set your preferences regarding saving a record of sent Letter and Card notices.

If you choose to save Letter and Card notices they appear on the Notices tab of the Address or Individual Record.