General Preferences

The items on the General tab of the System Preferences window are not specific to any one CDM+ program or sub-program. They affect the overall look and performance of CDM+ as a whole.

Name

Enter or change your church’s or organization’s name, address, phone number or any other information here that you would like to (optionally) display at the top of reports.

Terms

This pane allows you to rename some of the default terms used in CDM+. For example, in many Essentials platforms we changed the standard Contribution term to Donation. You can change this term and any other to what you would like. To use a different term, highlight the term you want to change such as Donation in the Your Term column and type in your new term such as Gift.

Changing Donation to Gift will change places in CDM+ where the singular form of Donation/Gift is used. Since the plural form is used in menus, you must change the plural form to from Donations to Gifts as well, otherwise it will still show up as Program → Donations and not Program → Gifts. It is best to change both singular and plural at the same time.

Formatting

Here you can set the system-wide format of Dates, Times, and Phone numbers. Clicking the Reformat Existing Phones button will change all phone numbers on CDM+ record windows to the specified format.

These settings will not affect the date format on reports. You can set that individually on the General tab of the report setup window.

Click the appropriate button to choose how you want people to Login to CDM+.

Advanced

The settings on the Advanced pane of the System General Preferences should be changed ONLY under the direction of a CDM+/Suran Systems, Inc. staff person.

API

Under API is where you can get Suran’s API’s credentials to use to integrate with other platforms such as eKyros or CoolFocus.