Welcome to CDM+

We want to welcome you to the CDM+ Family. As a previous Stewardship EGS user, we want to take the time to introduce you to the new platform. CDM+ is a dual platform product. Staff members utilize our Desktop application while your Donors use our online product called CDM+ Engage. This Getting Started Guide will go over some of the basics of CDM+ Desktop so you will be able to get CDM+ Desktop installed and working.


Staff 

Staff use the CDM+ Desktop Application to manage their Donors and Donations. All online transactions come into CDM+ Desktop where donation records are created. These records can be viewed through the Donation Records window. When you need to provide reports to your organization leaders, you will use CDM+ Desktop's powerful custom reports. You can create as many custom reports as you wish, but we have pre-installed the top nine according to Stewardship's records.

Installing CDM+ Desktop

With the migration of Stewardship Technology clients to CDM+, Administrators will work with CDM+ Desktop application to perform their day-to-day functions. Prior to installing CDM+, we recommend you check the System Requirements for you operating system.

To install CDM+ Desktop, click on the appropriate link for instruction:

Getting an error when trying to connect to CDM+ database

If you receive an error connecting to your database after clicking Continue on the step where you enter your User ID and Password, here are a few things that you can try:

  1. Double-check to make sure that you have carefully entered your case sensitive CDM+ Hosting ID and Password.
  2. Temporarily disable your antivirus solution.
    1. McAfee - disable the antivirus protection per these steps; disable the firewall protection per these steps
    2. Norton - steps here
    3. AVG - steps here
    4. Webroot - steps here
    5. Kaspersky - steps here
  3. Temporarily disable your firewall:
    1. How to disable Windows firewall

How to access and manage Donor records

Working in the CDM+ Desktop application, Donor records are accessed via Donor Records (called Giving Unit Records in documentation).


How to enter Donations manually (Cash, Check, and In-Kind)

Donations are accessed in CDM+ Desktop via the Donation Records window. Our Help Center may use the term, Contribution Records in place of Donation Records. There are two ways to

How to enter one manual cash, check, and/or in-kind donations in Donation Records (coming soon)

How to enter more than one manual cash, check, and/or in-kind donations at a time in Donation Records (coming soon)

How to create Donor and Donation Reports

One way to create reports similar to Stewardship Technology EGS reports is to use the Donation Custom Listing and Export Report. The article below will show you how to use this report.

Printing a Donation Report that is similar to some of the EGS reports