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 2023 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 Accounting Topics
• 19 Accounts Receivable
• 20 Getting Started-Payroll
• 21 Payroll Procedures & Reports
• 22 Sales Orders
• 23 Event Registration (including Advanced)
• 24 Roommate Facilities Manager
• 25 Check In-Check Out
• 26 Notices
• 27 CDM+ Mobile
• 28 Engage Administration
• 29 Engage Giving
• 30 Online Payment Processing
• 31 Administering CDM+
• 32 Advanced Finds/Searches
• 33 Archiving & Data Cleanup
• 34 CDM+ Regional
• Minister Tracking and Changes
• Search and Call
• Treasurer Reporting

Guide for CDM+ Essentials Users

Direct link: Guide for CDM+ Essentials Users