(for CDM+ 8.0 and later)

Getting Started in CDM+ Membership (Overview) – Essential introductory training for effective use of the Membership program. Beginning setup and data entry tasks are explained and demonstrated. Basics of defining the Master Coding System will be presented. Beginning users of CDM+ Membership should take this class.

• Explanation of Address and Individual record information
• Creation of Address and Individual records
• Custom setup of Master Coding System - built-in and user-defined codes
• Quick and easy way to enter group information

Membership Procedures – Basic training of the most often used features of the Membership program including creating User Defined groups and codes; efficiently entering individuals and families in groups; and defining and using Other Information fields. Creating list/directory reports and mailing labels will be presented.

• Use of Alternate Address for the family Address record explained
• Overview of User Preferences in Membership
• Demonstration of setup and usage of Detail Tracking in Master Coding System
• Setup and explanation of user-defined Other Information fields
• Two of the most used Membership reports reviewed and presented

Membership Maintenance – Basic training for handling common Membership changes and special situations. How to move an individual to another address record and how to update the records of a deceased member are demonstrated in this class. Important training for staff members responsible for keeping Membership records current.

• How to add an alternate individual address (e.g.; student in college or military service personnel)
• Demonstration of how to move an individual to a new or different address record
• Setup and explanation of using dual last names within families presented
• Steps to update the Membership records of a deceased individual demonstrated
• Use of Field Maintenance to efficiently and quickly update Address and Individual records
• How to effectively update phone and email changes through use of Phone/Email maintenance

Managing CDM+ Membership Data – Keeping your membership data accurate increases ministry effectiveness and this class explains how.

• Customizing Address and Individual field names to suit your ministries
• Presentation of the importance of church office procedures and data management
• Designating selected individual records as Do Not Print on reports
• Prepare Address and Individual records for Archiving
• Verifying your addresses as deliverable by USPS through the CASS certification process
• Use of Grid for updating records, previewing and printing

Membership Reports 1 – Retrieving your Address and Individual record information in basic report formats is covered; anyone working with membership records would benefit from this class.

• Report selection and menus
• Explanation of options on the Report Window
• Data selection for basic membership reports
• Selection and setup of Directories and Labels
• Field choices, setup and formatting of the Membership Custom Listing

Membership Reports 2 – Designing and printing three of CDM+’s most popular reports are presented in this class. The custom setup of the church office membership yearbook is highlighted.

• Report Window options reviewed
• Detail presentation of template selection, custom setup and formatting for both the Address and Individual Yearbook
• Detail presentation of designing Name Badges including format selection and custom design

Membership Reports 3 – Communication—can we ever do enough of it? CDM+ Notices (custom letters, cards and e-mails) make the task easier. Learn how to create them in this class.

• Create, format and merge custom letters to individuals or families
• Use custom post cards for small messages and save money
• Sending e-mails to one person, a committee or group is demonstrated

Attendance Procedures – Basic training in the setup and entry of the Attendance program. Learn to create classes and groups and check attendance on the individuals enrolled or “visitors.” This class is essential for staff members of volunteers using CDM+ to track attendance.

• Create classes and groups and enroll individuals quickly
• Training to learn steps involved in promoting individuals to new classes effectively
• Customize worksheets for checking class attendance will be demonstrated
• How to steps presented for checking class and group attendance
• Entering individual attendance for worship events presented
• Tracking event attendance totals only explained

Visitor Tracking Procedures – Know who is visiting your church and assimilate them into your fellowship through an effective process supported by the CDM+ Attendance program. This class gives you the tools to do so.

• Detailed review of Visitor Record fields and their usage
• Adding a Visitor Record is demonstrated
• Creation of a custom formatted, merged Visitor letter presented
• Transfer of a Visitor Record to an Address Record is explained

CDM+ Visitation and Pastoral Records – Maintaining personal contact with members builds relationships and strengthens churches. Visitation and Pastoral Records easily maintains vital information of past contacts and enables planning and scheduling for future contacts.

• Control User access to Visitation and Pastoral records
• Detailed review of Visitation record fields and Visitation Reminders
• Demonstration of adding Pastoral record information and comments
• Review of Visitation and Pastoral reports

Tracking Your Volunteer Pulse – Training to set up and track the volunteer service hours of your church members. Volunteers are at the "heart" of most of the ministries of your church. It would not be an overstatement to call their collective efforts the "pulse" of your church ministry. This class will demonstrate a method of tracking and reporting the volunteer "pulse."

• Add custom codes for user defined Volunteer categories and types
• Demonstrate entry of individual volunteer service hours
• Presentation of reports on individual volunteer service hours
• Setup and presentation of Summary Volunteer hours reports