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Main
Administration
Engage Settings
Managing Donors and their Donations
How to Add a Brand New Donor through CDM+
How to Add a New Donation for an Existing Donor
How to Edit a Donor's Recurring Donation
How to Cancel a Recurring Donation
How to Issue a Refund
How to Enter a Cash, Check, or In-Kind Donation
How to Update a Donor's Profile
How to Create an Engage Account for a Donor
How to Add a New Payment Method for a Donor
How to Edit a Payment Method for a Donor
How to Delete a Payment Method
How to Turn Off the Process Pending Donations Queue
How to Turn On the Process Pending Donation Queue
Merging Duplicate Donor Records in Essentials
Merging Donors Video
How to Transfer Donation Records
How to Add an Email for a Donor Record
How to use the Email Statement Checkbox on a Donor's Record
How to See Expiring Cards
How to use the Donation Records Window
How to Print a Receipt from Search Transactions
Managing Events and Event Reports
Managing Funds
Giving Statements
Preparing and Producing Reports
Common Trouble-Shooting and other Tips & Tricks
Connecting eKyros to CDM+
Connecting CoolFocus to CDM+
Fundamentals of CDM+ Essentials
January Survival Guide: Essentials Edition
Stewardship Migration
Getting Started
Step by Step Guides
Terms and Policies
Training
Downloads
Breadcrumbs
Managing Donors and their Donations
On this Page
Merging Donors Video
Click
HERE
to see a video on how to merge donors.
