This page lists the status of features that have been and will be added to CDM+ specifically for migrated Stewardship clients.

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Recent Updates

The following updates contain changes specifically for migrated Stewardship Clients.

CDM+ Engage

CDM+ Desktop

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

PLANNED

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

Transaction Custom Listing and Export

  • Multiple results may appear for a single transaction

Recurring Setup Custom Listing and Export

  • May show failed/expired gifts as active
  • May omit the end date on recurring gifts