(for CDM+ 8.0 and later)

Membership Overview – Introductory examination of the features of the CDM+ Membership program and basic use of Address and Individual records.

• Explanation of Address and Individual record information
• Creation of Address and Individual records
• Custom setup of Master Coding System for your church needs
• Quick and easy way to enter group information

Membership 1 – Essential training for effective use of the Membership program. The launching pad for all users of CDM+ Membership 8.0 and later!

• Relationship of Address, Individual and Giving Unit records explained
• Detailed review of Address and Individual fields and their usage
• Adding of Address and Individual records is demonstrated
• Printing of Selected Record or Results List demonstrated
• Use of Grid for updating records, previewing and printing

Membership 2 – Detailed training on the basics of organizing your database to support the ministries and needs of your church. Let us show you how information management can make your unique ministries come front and center.

• In-depth explanation of the Master Coding System
• Other Information field options and usage on Address and Individual records
• Quick entry of individuals into groups, committees and classes
• Maintain detail history of member participation in groups and committees

Membership 3 – Handling those records changes and special situations that are a part of the church office work are demonstrated in this class.

• Adding an alternate address
• Adding an individual address
• Moving an individual to a new address record
• Handling dual last names in records and directories
• Setting System and User Membership preferences

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 1 – Tracking the attendance of members and visitors is important to ministry. This class covers the essentials of attendance for classes, groups or worship events.

• Create classes and groups and enroll individuals quickly
• Customize worksheets for checking class attendance demonstrated
• How to steps presented for checking class and group attendance
• Entering individual attendance for worship events presented
• Tracking event attendance totals only is explained

Attendance 2 – 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