Conference Training Manuals

You can download PDF versions of the training manuals from our most recent Annual Users Conference using the links below.

These manuals are from the 2019 Annual Users Conference.

Full Manual

Individual Chapters

• 00 TOC & Class Descriptions
• 01 Fundamentals
• 02 Getting Started-Membership
• 03 Membership Data Mgmt
• 04 Membership Reports
• 05 Getting Started-Attendance
• 06 Attendance Analysis & Reports
• 07 Contact Management
• 08 Visitor Tracking
• 09 Getting Started-Contributions
• 10 Contributions Procedures
• 11 Contributions Pledging
• 12 Contributions Comparison Reports
• 13 Contributions Statements
• 14 Getting Started-Accounting
• 15 Accounting General Ledger
• 16 Accounts Payable
• 17 Accounting Reports
• 18 Advanced Fund Accounting
• 19 Accounts Receivable
• 20 Getting Started-Payroll
• 21 Payroll Procedures & Rpts
• 22 Sales Orders
• 23 Event & Camp Registration
• 24 Roommate Facilities Manager
• 25 Check In-Check Out
• 26 Notices
• 27 CDM+ Mobile
• 28 Getting Started WMT-Engage
• 29 Engage Giving
• 30 Administering CDM+
• 31 Advanced Finds-Searches
• 32 Archive & Backup
• 33 Regional
• Minister Tracking and Changes
• Search and Call