CDM+ Upgrade Presentation

This FREE class on CDM+ 8.1.1 – the latest product from CDM+ – 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+ 8.1.1 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

CDM+ Event Registration Classes

(for CDM+ 8.0 and later)

CDM+ Event Registration 1 – The versatility of Event Registration results from the many setup options available. Activities, Other Information, Contact Information and Event set up are demonstrated. Anyone who is responsible for managing an event should take this class.

• Adding and setting up an Event
• Use of Activities to meet the custom needs of an Event
• Use of Other Information fields to track unlimited, user-defined information
• Member and Non-Member Registration Entry
• Enter Payments and recording “scholarship” explained

CDM+ Event Registration 2 – Keeping current registration lists, payment reports and activity reports are essential for Event planning; this class shows you how. Sending timely information to registrants will also be covered.

• Creating Letters and Cards for communicating to registrants
• Effective use of e-mail to registrants
• Master List and Payment List
• Activities List, Labels and Envelopes, and Export
• Custom Name Badges