CDM+ Software Roadmap
This page lists the status of features that have been and will be added to CDM+ specifically for migrated Stewardship clients.
Don't see a feature you need? Let us know!
Recent Updates
The following updates contain changes specifically for migrated Stewardship Clients.
CDM+ Engage
- 2022-08-10 Release Notes
- 2022-08-11 Release Notes
- 2022-08-16 Release Notes
- 2022-08-23 Release Notes
- 2022-09-01 Release Notes
- 2022-09-08 Release Notes
- 2022-09-16 Release Notes
- 2022-09-21 Release Notes
- 2022-09-30 Release Notes
- 2022-10-04 Release Notes
- 2022-10-14 Release Notes
- 2022-10-17 Release Notes
- 2022-10-27 Release Notes
- 2022-11-02 Release Notes
- 2022-11-08 Release Notes
- 2022-11-11 Release Notes
- 2022-11-15 Release Notes
- 2022-11-18 Release Notes
- 2022-11-21 Release Notes
- 2022-12-06 Release Notes
- 2023-01-03 Release Notes
- 2023-01-09 Release Notes
- 2023-01-13 Release Notes
- 2023-01-31 Release Notes
- 2023-02-02 Release Notes
CDM+ Desktop
- CDM+ Desktop 12.1.0.10519 Available
- CDM+ Desktop 12.1.0.10561 Available
- 2023-11-20_04-52-37_CDM+ 12.1.0 Beta 1
- 2023-11-20_04-52-45_CDM+ 12.1.0 Beta 2
- 2023-11-20_04-52-58_CDM+ 12.1.0 Beta 3
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