CDM+ Essentials
CDM+ Essentials

CDM+ Essentials

Welcome to CDM+ Essentials! These articles and videos are designed to help you navigate and learn how you can get the most out of your Essentials platform.

Featured

  • 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 and video 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

    Installing CDM+ How CDM+ Records Work Together Welcome to CDM+ Window Menus Record Window Basics Data Entry Function Buttons Configuring the Record Windows Fin…

  • 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.