CDM+ Upgrade Presentation

This FREE class on CDM+ 8.1.2 is 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 presently run? These and other important questions are discussed in this presentation. We can’t answer all your questions in an hour because the new CDM+ is just so powerful, but we will try to answer many of them.

Some topics we cover are:

• 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, Master Coding System, Vendor Records, Invoices, Print Checks, Ledger and Posting procedures
• 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+ 8.1.2 windows

Archive & Backup/Restore of CDM+ Data

(for CDM+ 8.0 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+ 8.0 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+ 8.0 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