CDM+ Essentials

Administration

Learn how to add and remove admins for your CDM+ account and how to adjust permissions for each user.

Engage Settings

Customize the look and feel of your giving pages, get your giving link's QR code, see your transactions in real time, customize your email notifications and more!

Managing Donors and their Donations

Update a donor's address, add a new donation, edit a payment method and more!

Managing Events and Event Reports

Create an Event Record to manage Event Registrations, utilize Web Ministry Tools to create online registration links, and create reports to track your event's progress.

Managing Funds

Learn how to create new funds and create giving links.

Giving Statements

These support articles will provide you with the steps to create and deliver statements to your donors for donations made in a timeframe you specify.

Preparing and Producing Reports

Learn how to create and customize reports to get the data that you need.

Common Trouble-Shooting and other Tips & Tricks

Find step by step instructions for common questions and tips and tricks.

Connecting eKyros to CDM+

Learn how to integrate eKYROS with CDM+ to smoothly import donations.

Connecting CoolFocus to CDM+

Learn how to integrate CoolFocus with CDM+ to smoothly import donations.

Fundamentals of CDM+ Essentials

How CDM+ Records Work Together Welcome to CDM+ Window Menus Record Window Basics Data Entry Function Buttons Configuring the Record Windows Finding Data on R...

January Survival Guide: Essentials Edition

Learn how to conduct year-end reporting with CDM+.

Stewardship Migration

Learn all about the migration from Stewardship to CDM+

Getting Started

See a list of steps to take to Get Started with CDM+ Essentials!

Step by Step Guides

See examples and suggestions on some of the best ways to use the features of CDM+.

Terms and Policies

Hosting Policies Terms and Conditions Payment Processing

Training

Downloads

To download a version of CDM+ go to, https://get.cdmplus.com/ . Please reach out to support at support@cdmplus.com , if you need any assistance. You can see highlights of the different releases below.