CDM+ Essentials
Welcome to CDM+ Essentials! These articles and videos are designed to help you navigate and learn how you can get the most out of your Essentials platform.
Featured
Getting Started
See a list of steps to take to Get Started with CDM+ Essentials!
Year-End Checklist
Resources for Year-End tasks!
Administration
Learn how to add and remove admins for your CDM+ account and how to adjust permissions for each user.
Engage Settings
Customize the look and feel of your giving pages, get your giving link's QR code, see your transactions in real time, customize your email notifications and more!
Managing Donors and their Donations
Update a donor's address, add a new donation, edit a payment method and more!
Managing Events and Event Reports
Create an Event Record to manage Event Registrations, utilize Web Ministry Tools to create online registration links, and create reports to track your event's progress.
Managing Funds
Learn how to create new funds and create giving links.
Online Statements
These support articles will provide you with the steps to create and deliver statements to your donors for donations made in a timeframe you specify.
Preparing and Producing Reports
Learn how to create and customize reports to get the data that you need.
Common Trouble-Shooting and other Tips & Tricks
Find step by step instructions for common questions and tips and tricks.
Connecting eKyros to CDM+
Learn how to integrate eKYROS with CDM+ to smoothly import donations.
Connecting CoolFocus to CDM+
Learn how to integrate CoolFocus with CDM+ to smoothly import donations.
Stewardship Migration
Learn all about the migration from Stewardship to CDM+
Getting Started
See a list of steps to take to Get Started with CDM+ Essentials!
Step by Step Guides
See examples and suggestions on some of the best ways to use the features of CDM+.
Terms and Policies
Read about CDM+ hosting policies and software terms and conditions. Hosting Policies Terms and Conditions
Downloads
This page links to current and previous installers and release notes for CDM+, including various versions and their release dates. If you need an earlier rel...