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

Don't see a feature you need? Let us know!

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

BUILDING

Option to create new donors for guest gifts instead of Pending Donations

PLANNED

Improved navigation within an embedded giving set

PLANNED

Single fund giving set with suggest gift amounts

PLANNED

Reporting
Breakdown-specific fee and net amounts on Dontations Custom Listing 

SHIPPED

Populate Donation Deposit Date when funds settle

SHIPPED

Transaction Custom Listing

IN BETA

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
PLANNED
Statements
Online Giving Statements

PLANNED

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

BUILDING

Access Search Transactions from CDM+ Desktop 

BUILDING

CDM+ Essentials
Limit available features to CDM+ Essentials items

IN BETA

API
Equivalent to Stewardship's DepositDetailDesignationDetailWithContactInfo

PLANNED

Additional equivalent endpoints

PLANNED

Known Issues

CDM+ Engage access from CDM+ Desktop

  • The following features may appear in CDM+ Desktop but are not yet full active:
    • Open CDM+
    • Search Transaction
    • Engage Settings

Transaction Custom Listing

  • Development work is complete but internal testing is still underway

CDM+ Essentials

  • Core CDM+ toolbars are still available
  • Core CDM+ user permissions are still available
  • Welcome to CDM+ window is still undergoing internal testing
  • CDM+ Desktop permissions are still undergoing internal testing
  • CDM+ Desktop Utilities window is not yet feature restricted
  • Options from Core CDM+ are still available in the Master Coding System
  • Additional tabs and fields on Donor Records from Core CDM+ are still available
  • Additional tabs and fields on Contribution Records from Core CDM+ are still available
  • Additional tabs and fields on Event Records from Core CDM+ are still available
  • Additional tabs and fields on Registration Entry from Core CDM+ are still available
  • Advanced Find and Grid is still available
  • Logos are still available on reports