CDM+ 9.1 Upgrade Presentations

These two FREE classes on CDM+ 9.1 are ideal if you're thinking about upgrading or have just moved from CDM Plus or CDM+ 7.1.2. Take the class as many times as you like! You pay only for the long distance phone call.

What does the latest version of CDM+ (Standard or Pro) look like? How is it different from the version of CDM+ I'm familiar with? These and other important questions are discussed in these two presentations. We may not be able to answer all your questions in each hour class because the new CDM+ is just so powerful, but we will try to answer many of them.

CDM+ 9.1 Upgrade – Membership & Contributions topics include:

• Using labels and my favorite reports
• Why do I now have a database (instead of a datafile)?
• Familiar things! Including Address and Individual Records, Giving Units and Master Coding System
• New Options! Including Backup and Restore utility, Group lists, Other Information fields, unlimited Giving Funds, improved Pledge tracking, multiple views of Contribution Giving Statements, etc.
• Common look and function of CDM+ 9.0 windows

CDM+9.1 Upgrade – Accounting & Payroll topics include:

• Familiar things! Including Vendor Records, Invoices, Mark Invoices to Pay, Print Checks, Ledger and Posting procedures
• More familiar things! Employee Information record, Calculating payroll, View payroll, Payroll checks and Post to Ledger
• How to set up check formats, accounting setup and payroll setup overviewed
• Selected reports reviewed: your basic reports and some new ones too

Archive & Backup/Restore of CDM+ Data

(for CDM+ 8.1.2 and later)

Your data records contain vital information for all the ministries of your church. To say they are important is an understatement. This course presents a plan to protect and maintain your database.

• Example of a database protection plan presented
• Demonstration of the Backup and Restore features in CDM+
• Explanation of the archive process given
• Steps of record preparation for an archive presented
• Demonstration of creating an archive database

Note! This class is offered with demonstrations using either Membership/Attendance data or Accounting data.

CDM+ Check-In/Check-Out

(for CDM+ 8.1.2 and later)

Getting Started in CDM+ Check-In/Check-Out (Overview) – Introductory training in utilizing the effective Check-In/Check-Out (CICO) program in your church ministry. A thorough demonstration of versatile security features and setup options is provided. The Check-In and Check-Out processes are demonstrated. All persons responsible for using CICO as a security and attendance program should take the class.

CDM+ Event Registration

(for CDM+ 8.1.2 and later)

Getting Started in CDM+ Event Registration (Overview) – Introductory training intended to maximize the use of the Event Registration program. Custom setup and Event record entry explained. Steps of registration and confirmation for members and non-members for Events will be presented. Persons responsible for registering anyone for a church event will benefit from this class.

• Add and setup of an Event presented
• Use and setup of user-defined Activities for an Event presented
• Registration of Member and Non-Members demonstrated
• Payment entry and “scholarships” recording presented
• Creation of confirmation Letters and Cards explained
• Effective use of email to registrants will be presented
• Master List, Payment List and other selected reports previewed

CDM+ Roommate Facilities Manager

(for CDM+ 8.1.2 and later)

Getting Started in CDM+ Roommate (Overview) – Introductory training fundamental to efficient use the CDM+ Roommate program. Setup options and resource record entry will be demonstrated. Event scheduling, resource inventory and management and schedule conflict resolution will be presented. Anyone responsible for coordinating the organization’s schedule and resources using Roommate should take this course.

• Setup options explained so you can modify Roommate for your organization’s needs
• Add custom fields to enhance resource tracking and inventory
• Creation of Resource and Room Records presented
• Adding Event Records thoroughly demonstrated
• Use of Recurring Event scheduling presented

CDM+ Notices

(for CDM+ Pro level programs, v8.1.2 and later)

CDM+ Notices let you create professional, personalized communications from within CDM+ itself. Essentially, Notices combines CDM+ with a word processor. Add graphics, change fonts, format paragraphs and more! Then, simply drag fields from within CDM+ right into the notice. No data merges required!

• Explanation of why personalized communication is so important
• Where to find Notices within the individual CDM+ (Pro level) programs
• Creating a sample letter or email notice -- includes which file formats you can import, how to style text, importing and formatting graphics and text boxes, and more
• Export formats, including Print to PDF

Getting Started in CDM+ Web Ministry Tools

(for CDM+ 9.1 and later)

CDM+ Web Ministry Tools is a complementary product to CDM+ that links your website to your CDM+ data, essentially publishing your data online and keeping it up to date with very little maintenance. From event listings and online directories to online event registration and giving with credit card processing, Web Ministry Tools offer something for everyone.

• General explanation of how Web Ministry Tools work
• Brief overview of the available basic and premium tools
• Explanation of the features that are common to most tools: Tool Options, Designer, Login Settings, Publish, Duplicate, Deactivate, Remove
• Ideas for using Web Ministry Tools in ministry, including some unexpected uses for certain tools

Web Ministry Tool - Event Registration

(for CDM+ 9.1 and later)

Learn how Single Event Registration, a premium Web Ministry Tool, works with your CDM+ Event Registration program to provide a convenient way for busy people to register and pay for events right on your website ... anytime, day or night.

• General explanation of how the Single Event Registration Tool works
• Discussion of how to set up your event and associated activities in CDM+ Event Registration before creating the online tool
• Explanation of the Single Event Registration Tool setup: options, notices, design, testing, and more
• Special features for camp/youth events and for regional offices that use the tool