Tips and Techniques (TNT)

  • What Data Should I Archive?

    Wednesday, February 13, 2019 - 15:07

    CDM+ allows you to archive data of your choosing. This post offers suggestions for what records might be best to archive.

  • Engage Created Duplicate Records for Same Person

    Monday, February 11, 2019 - 14:21

    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.

  • Do I have to use Head of Household and Spouse to describe members?

    Thursday, January 17, 2019 - 09:15

    The values for Family Status can be modified in the Master Coding System.

  • Setting Up Payroll for Clergy

    Friday, January 11, 2019 - 14:40

    How to set up employee information and pay items for clergy.

  • How do I set up additional or fixed withholding for an employee?

    Thursday, January 3, 2019 - 15:57

    When completing Form W-4, Employee's Withholding Allowance Certificate, an employee may request that an extra amount be withheld in addition to the calculated withholding. On the 2019 form , this is requested on line 6. In the case of clergy, whose compensation is not subject to federal withholding, this amount will represent a fixed amount to be withheld each pay period.

    Both of these are set up using the Taxes/Deductions section of the Pay Items tab of the Employee Information record.

  • Is there an easy way to set several giving units to receive email statements?

    Friday, December 21, 2018 - 15:27

    Use Giving Unit Email Maintenance to update the Email Statement checkboxes on several giving units.

  • Which giving units have made contributions through Engage?

    Friday, December 21, 2018 - 13:48

    To find giving units that make contributions through Engage, you need to use an advanced find on the Giving Unit Record.

  • Use Contribution History to Analyze Giving

    Thursday, April 5, 2018 - 13:38

    The Contribution History is a valuable tool for analyzing and understanding the giving patterns and trends in your church or organization.

  • How Do I Use Account Sets?

    Friday, March 23, 2018 - 15:18

    CDM+ Accounting lets you filter reports to include specific ledger accounts. The Select Accounts window makes it easy to manage sets of accounts that you use regularly in producing financial reports.

  • Is My CDM+ Current?

    Friday, January 26, 2018 - 14:40

    How can I tell if I'm running the latest version of CDM+, and what should I do if I'm not?