CDM+ Software Roadmap | CDM+ Essentials Help Center

This page lists the status of features that have been and will be added to CDM+ specifically for migrated Stewardship clients.

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Recent Updates

The following updates contain changes specifically for migrated Stewardship Clients.

CDM+ Engage

CDM+ Desktop

Roadmap

Legend

PLANNED

This feature is planned but not yet under active development

BUILDING

Suran development is actively building this feature

BETA

This feature is available in the software in a limited or beta form (see Known Issues below)

SHIPPED

This feature is now available

Features

Giving Sets
Display banner and background images on giving sets	SHIPPED
Ability to publish/un-publish sets	SHIPPED
Option to create new donors for guest gifts instead of Pending Donations	SHIPPED
Improved navigation within an embedded giving set	PLANNED
Single fund giving set with suggest gift amounts	PLANNED
Localize giving forms into Spanish	BUILDING
Reporting
Breakdown-specific fee and net amounts on Dontations Custom Listing	SHIPPED
Populate Donation Deposit Date when funds settle	SHIPPED
Transaction Custom Listing	SHIPPED
Transaction Calendar	BUILDING
Giving Dashboard	BUILDING
Search by date/numeric ranges in CDM+ Desktop Record windows	PLANNED
Custom Listing and Export reports for Events and Payments	SHIPPED
Expanded reporting for Scheduled Donations	BETA
Include return/refund/chargeback fees on Transaction Custom Listing	BUILDING
Include failed recurring gifts on Donation Custom Listing	BUILDING
Statements
Online Giving Statements	SHIPPED
Pledging
Import pledge records from Stewardship	SHIPPED
Online pledging through CDM+ Engage	PLANNED
Administration
Don't require linking CDM+ Users to Constituent records for Engage access	SHIPPED
Access CDM+ Engage Settings from CDM+ Desktop	SHIPPED
Access Search Transactions from CDM+ Desktop	SHIPPED
CDM+ Essentials
Limit available features to CDM+ Essentials items	SHIPPED
CDM+ Desktop
Upgraded launcher/navigation	PLANNED
Contributions
Add a Code to Giving Funds	PLANNED
API
Equivalent to Stewardship's DepositDetailDesignationDetailWithContactInfo	SHIPPED
Additional equivalent endpoints	BUILDING

Known Issues

Recurring Setup Custom Listing and Export

May show failed/expired gifts as active
May omit the end date on recurring gifts